Newvitae, Inc. Group Health Plan — Form 5500 plan (Newvitae, Inc.)

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, Newvitae, Inc. Group Health Plan is a benefit plan reported by Newvitae, Inc. under EIN 23-2514841 and plan number 501. The latest loaded filing year is 2023. The filing reports 117 participants and $623,352 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Newvitae, Inc.
EIN
23-2514841
Plan number
501
Plan type
2
Location
Quakertown, PA
Latest filing year
2023
Participants
117
End-of-year plan assets
$623,352

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023117H, C20250626150035NAL0005201603001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$623,352
Total liabilities (EOY)
$122,731
Net assets (EOY)
$500,621
Net assets (BOY)
$821,704

Income & contributions

Employer contributions
$935,622
Participant contributions
$289,797
Total contributions
$1,225,419
Total income / additions
$1,241,888

Expenses & distributions

Benefits paid
$1,479,774
Administrative expenses
$83,197
Total expenses
$1,562,971
Net increase / (decrease)
-$321,083

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Patriot (Exude, Inc.)BROKER$51,960not reported in the loaded dataset2023
The Benecon GroupBROKER$23,746not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$7,924not reported in the loaded dataset2023
Highmark Blue ShieldADMIN-$433not reported in the loaded dataset2023

Related Form 5500 pages