Plan5500

Diversus Health, Inc. 401(K) Retirement Plan — Form 5500 plan (Diversus Health, 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, Diversus Health, Inc. 401(K) Retirement Plan is a benefit plan reported by Diversus Health, Inc. under EIN 42-1600485 and plan number 001. The latest loaded filing year is 2023. The filing reports 611 participants and $22,316,358 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Diversus Health, Inc.
EIN
42-1600485
Plan number
001
Plan type
2
Location
Sarasota, FL
Latest filing year
2023
Participants
611
End-of-year plan assets
$22,316,358

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023611H, C20240920090817NAL0007218385001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,316,358
Total liabilities (EOY)
$0
Net assets (EOY)
$22,316,358
Net assets (BOY)
$20,175,983

Income & contributions

Employer contributions
$805,551
Participant contributions
$1,377,659
Total contributions
$2,334,321
Total income / additions
$4,894,693

Expenses & distributions

Benefits paid
$2,641,296
Administrative expenses
$113,022
Total expenses
$2,754,318
Net increase / (decrease)
$2,140,375

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$70,537$02023
Ima Wealth IncINVESTMENT ADVISORY$42,485not reported in the loaded dataset2023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages