Crossover Health 401(K) Plan — Form 5500 plan (Crossover Health Management Services, 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, Crossover Health 401(K) Plan is a benefit plan reported by Crossover Health Management Services, Inc. under EIN 27-2210135 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,576 participants and $59,462,287 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Crossover Health Management Services, Inc.
EIN
27-2210135
Plan number
001
Plan type
2
Location
San Clemente, CA
Latest filing year
2023
Participants
1,576
End-of-year plan assets
$59,462,287

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,576H, C20241203135144NAL0004837072001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$59,462,287
Total liabilities (EOY)
$0
Net assets (EOY)
$59,462,287
Net assets (BOY)
$40,510,879

Income & contributions

Employer contributions
$3,019,398
Participant contributions
$9,663,758
Total contributions
$13,283,849
Total income / additions
$22,736,678

Expenses & distributions

Benefits paid
$3,744,912
Administrative expenses
$14,468
Total expenses
$3,785,270
Net increase / (decrease)
$18,951,408

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$14,468$02023

Related Form 5500 pages