Staywell Health Center 401(K) Plan — Form 5500 plan (Staywell Health Care, Inc, D/B/A)

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, Staywell Health Center 401(K) Plan is a benefit plan reported by Staywell Health Care, Inc, D/B/A under EIN 22-3160873 and plan number 003. The latest loaded filing year is 2023. The filing reports 312 participants and $22,010,950 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Staywell Health Care, Inc, D/B/A
EIN
22-3160873
Plan number
003
Plan type
2
Location
Waterbury, CT
Latest filing year
2023
Participants
312
End-of-year plan assets
$22,010,950

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023312H, C20250408114523NAL0018015921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,010,950
Total liabilities (EOY)
$0
Net assets (EOY)
$22,010,950
Net assets (BOY)
$17,779,902

Income & contributions

Employer contributions
$1,721,067
Participant contributions
$1,142,718
Total contributions
$3,000,159
Total income / additions
$5,909,425

Expenses & distributions

Benefits paid
$1,595,175
Administrative expenses
$78,062
Total expenses
$1,678,377
Net increase / (decrease)
$4,231,048

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$49,104$02023
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$28,958$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages