Scio Health Analytics 401(K) Savings Plan — Form 5500 plan (Scioinspire, Corp. Dba Scio Health Analytics)

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, Scio Health Analytics 401(K) Savings Plan is a benefit plan reported by Scioinspire, Corp. Dba Scio Health Analytics under EIN 26-0185383 and plan number 001. The latest loaded filing year is 2023. The filing reports 355 participants and $20,711,514 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Scioinspire, Corp. Dba Scio Health Analytics
EIN
26-0185383
Plan number
001
Plan type
2
Location
Jersey City, NJ
Latest filing year
2023
Participants
355
End-of-year plan assets
$20,711,514

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023355H, C20240930132510NAL0009455568001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,711,514
Total liabilities (EOY)
$0
Net assets (EOY)
$20,711,514
Net assets (BOY)
$17,574,678

Income & contributions

Employer contributions
$414,734
Participant contributions
$1,464,261
Total contributions
$1,980,778
Total income / additions
$5,152,333

Expenses & distributions

Benefits paid
$1,995,143
Administrative expenses
$16,529
Total expenses
$2,015,497
Net increase / (decrease)
$3,136,836

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pnc Bank, NaINVESTMENT ADVISOR$37,500not reported in the loaded dataset2023
Wipfli LlpACCOUNTANT/AUDITOR$14,724not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$35,695$02023

Related Form 5500 pages