Plan5500

Healthlinc, Inc. 403(B) Plan — Form 5500 plan (Healthlinc, 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, Healthlinc, Inc. 403(B) Plan is a benefit plan reported by Healthlinc, Inc. under EIN 35-2147791 and plan number 002. The latest loaded filing year is 2023. The filing reports 517 participants and $14,619,693 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Healthlinc, Inc.
EIN
35-2147791
Plan number
002
Plan type
2
Location
Valparaiso, IN
Latest filing year
2023
Participants
517
End-of-year plan assets
$14,619,693

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023517H, C20240922195339NAL0010581937001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,619,693
Total liabilities (EOY)
$0
Net assets (EOY)
$14,619,693
Net assets (BOY)
$11,433,160

Income & contributions

Employer contributions
$781,874
Participant contributions
$1,493,018
Total contributions
$2,299,845
Total income / additions
$4,145,681

Expenses & distributions

Benefits paid
$938,875
Administrative expenses
$20,273
Total expenses
$959,148
Net increase / (decrease)
$3,186,533

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$153,619$02023
Wipfli LlpTPA$25,737not reported in the loaded dataset2023

Related Form 5500 pages