Housecalls Health Plan — Form 5500 plan (House Calls Home Care)
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, Housecalls Health Plan is a benefit plan reported by House Calls Home Care under EIN 27-0381133 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,774 participants and $11,249,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- House Calls Home Care
- EIN
- 27-0381133
- Plan number
- 501
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 2,774
- End-of-year plan assets
- $11,249,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,774 | H, C | 20241015120202NAL0014563075014 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,249,454
- Total liabilities (EOY)
- $518,525
- Net assets (EOY)
- $10,730,929
- Net assets (BOY)
- $10,842,655
Income & contributions
- Employer contributions
- $4,956,801
- Participant contributions
- $78,963
- Total contributions
- $5,035,764
- Total income / additions
- $5,035,814
Expenses & distributions
- Benefits paid
- $2,703,307
- Administrative expenses
- $2,444,233
- Total expenses
- $5,147,540
- Net increase / (decrease)
- -$111,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Total Plan Concepts | THIRD PARTY ADMINISTRATOR | $2,367,031 | not reported in the loaded dataset | 2023 |
| Sbh Financial Group LLC | CONTRACT ADMIN AND BROKER | not reported in the loaded dataset | $1,162,089 | 2023 |
| Fasten Halberstam Llp | PLAN AUDITOR | $23,500 | not reported in the loaded dataset | 2023 |
| Grandview Brokerage, Inc. | BROKER | $19,183 | not reported in the loaded dataset | 2023 |
| Perr&Knight | ACTUARY | $14,981 | not reported in the loaded dataset | 2023 |
| Smith Rx | PRESCRIPTION DRUG VENDOR | $10,539 | not reported in the loaded dataset | 2023 |
| Colin Gold | PLAN TRUSTEE | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for House Calls Home Care
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Total Plan Concepts — Schedule C compensation
- Sbh Financial Group LLC — Schedule C compensation
- Fasten Halberstam Llp — Schedule C compensation
- Grandview Brokerage, Inc. — Schedule C compensation
- Perr&Knight — Schedule C compensation
- Smith Rx — Schedule C compensation
- Colin Gold — Schedule C compensation