Healthplanone, LLC 401(K) Plan — Form 5500 plan (Healthplanone, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Healthplanone, LLC 401(K) Plan is a benefit plan reported by Healthplanone, LLC under EIN 20-4098658 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,497 participants and $17,026,259 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Healthplanone, LLC
- EIN
- 20-4098658
- Plan number
- 001
- Plan type
- 2
- Location
- Trumbull, CT
- Latest filing year
- 2023
- Participants
- 1,497
- End-of-year plan assets
- $17,026,259
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,497 | H, C | 20241002175733NAL0015745808001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,026,259
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,026,259
- Net assets (BOY)
- $12,839,484
Income & contributions
- Employer contributions
- $896,052
- Participant contributions
- $2,694,985
- Total contributions
- $3,628,873
- Total income / additions
- $5,971,691
Expenses & distributions
- Benefits paid
- $1,661,976
- Administrative expenses
- $22,475
- Total expenses
- $1,784,916
- Net increase / (decrease)
- $4,186,775
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mml Investors Services Inc | SERVICE PROVIDER | $0 | $43,867 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $17,750 | $0 | 2023 |
| The Angell Pension Group, Inc. | THIRD PARTY ADMINISTRATO | $4,725 | $605 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Healthplanone, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Trumbull, CT
- Mml Investors Services Inc — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation