Concordance Healthcare Solutions 401(K) Retirement Plan — Form 5500 plan (Concordance Healthcare Solutions)
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, Concordance Healthcare Solutions 401(K) Retirement Plan is a benefit plan reported by Concordance Healthcare Solutions under EIN 38-3986849 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,116 participants and $42,417,841 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Concordance Healthcare Solutions
- EIN
- 38-3986849
- Plan number
- 001
- Plan type
- 2
- Location
- Tiffin, OH
- Latest filing year
- 2023
- Participants
- 1,116
- End-of-year plan assets
- $42,417,841
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,116 | H, C | 20241010140754NAL0034334848001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,417,841
- Total liabilities (EOY)
- $144,075
- Net assets (EOY)
- $42,273,766
- Net assets (BOY)
- $41,202,973
Income & contributions
- Employer contributions
- $696,720
- Participant contributions
- $2,484,102
- Total contributions
- $4,267,145
- Total income / additions
- $10,930,026
Expenses & distributions
- Benefits paid
- $9,525,903
- Administrative expenses
- $184,718
- Total expenses
- $9,859,233
- Net increase / (decrease)
- $1,070,793
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $86,813 | $0 | 2023 |
| Moneta Group Investment Advisors Ll | CONSULTING | $45,605 | not reported in the loaded dataset | 2023 |
| Osaic Wealth, Inc | INVESTMENT ADVISOR | $37,017 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,283 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Concordance Healthcare Solutions
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Tiffin, OH
- Empower Annuity Insurance Company O — Schedule C compensation
- Moneta Group Investment Advisors Ll — Schedule C compensation
- Osaic Wealth, Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation