Cora Health Services Retirement Salary Savings Plan — Form 5500 plan (Cora Health 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, Cora Health Services Retirement Salary Savings Plan is a benefit plan reported by Cora Health Services, Inc. under EIN 34-1853567 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,638 participants and $32,350,993 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cora Health Services, Inc.
- EIN
- 34-1853567
- Plan number
- 001
- Plan type
- 2
- Location
- Lima, OH
- Latest filing year
- 2023
- Participants
- 1,638
- End-of-year plan assets
- $32,350,993
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,638 | H, C | 20241015120359NAL0055972770001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,350,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,350,993
- Net assets (BOY)
- $29,335,942
Income & contributions
- Participant contributions
- $3,639,860
- Total contributions
- $3,771,069
- Total income / additions
- $7,285,912
Expenses & distributions
- Benefits paid
- $3,908,797
- Administrative expenses
- $327,256
- Total expenses
- $4,270,861
- Net increase / (decrease)
- $3,015,051
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $177,632 | $0 | 2023 |
| Ascensus | CONTRACT ADMINISTRATOR | $59,869 | $1,007 | 2023 |
| Ascensus | ACCOUNTANT | $60,865 | not reported in the loaded dataset | 2023 |
| William Vaughan Company | ACCOUNTANT | $28,890 | not reported in the loaded dataset | 2023 |
| Fortune Financial Services Inc | OTHER SERVICES | $0 | $5,843 | 2023 |
| Morningstar Investment Mgmt LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cora Health Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Lima, OH
- Principal Life Insurance Company — Schedule C compensation
- Ascensus — Schedule C compensation
- William Vaughan Company — Schedule C compensation
- Fortune Financial Services Inc — Schedule C compensation
- Morningstar Investment Mgmt LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation