Marathon Health, LLC. 401(K) Plan — Form 5500 plan (Marathon Health, 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, Marathon Health, LLC. 401(K) Plan is a benefit plan reported by Marathon Health, LLC. under EIN 26-0103977 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,634 participants and $67,783,196 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marathon Health, LLC.
- EIN
- 26-0103977
- Plan number
- 001
- Plan type
- 2
- Location
- Winooski, VT
- Latest filing year
- 2023
- Participants
- 1,634
- End-of-year plan assets
- $67,783,196
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,634 | H, C | 20241015162036NAL0058684082001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,783,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,783,196
- Net assets (BOY)
- $52,822,975
Income & contributions
- Employer contributions
- $3,888,778
- Participant contributions
- $8,007,927
- Total contributions
- $12,721,728
- Total income / additions
- $22,790,874
Expenses & distributions
- Benefits paid
- $7,614,523
- Administrative expenses
- $215,951
- Total expenses
- $7,830,653
- Net increase / (decrease)
- $14,960,221
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $215,951 | $0 | 2023 |
| Mfs | NONE | $0 | $0 | 2023 |
| Schwab | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |
| Jp Morgan | NONE | $0 | $0 | 2023 |
| Columbia | NONE | $0 | $0 | 2023 |
| Pimco | NONE | $0 | $0 | 2023 |
| Am Beacon | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marathon Health, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Winooski, VT
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Mfs — Schedule C compensation
- Schwab — Schedule C compensation
- Fidelity — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Columbia — Schedule C compensation
- Pimco — Schedule C compensation
- Am Beacon — Schedule C compensation