Prohealth Retirement Savings Plan — Form 5500 plan (Prohealth Care, 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, Prohealth Retirement Savings Plan is a benefit plan reported by Prohealth Care, Inc. under EIN 39-1486873 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,513 participants and $612,692,599 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Prohealth Care, Inc.
- EIN
- 39-1486873
- Plan number
- 001
- Plan type
- 2
- Location
- Waukesha, WI
- Latest filing year
- 2023
- Participants
- 6,513
- End-of-year plan assets
- $612,692,599
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,513 | H, C | 20240923080718NAL0004066083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $612,692,599
- Net assets (EOY)
- $612,692,599
- Net assets (BOY)
- $533,012,218
Income & contributions
- Employer contributions
- $11,904,349
- Participant contributions
- $30,708,527
- Total contributions
- $45,950,453
- Total income / additions
- $133,608,130
Expenses & distributions
- Benefits paid
- $53,421,757
- Administrative expenses
- $504,337
- Total expenses
- $53,927,749
- Net increase / (decrease)
- $79,680,381
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $429,212 | $0 | 2023 |
| Sageview Advisory Group LLC | INVESTMENT ADVISORY | $74,040 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | BROKER | $450 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Prohealth Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Waukesha, WI
- Transamerica Retirement Solutions — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation