Evolent Health 401(K) Plan — Form 5500 plan (Evolent Health LLC)
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, Evolent Health 401(K) Plan is a benefit plan reported by Evolent Health LLC under EIN 45-3084136 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,945 participants and $243,336,944 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evolent Health LLC
- EIN
- 45-3084136
- Plan number
- 002
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 3,945
- End-of-year plan assets
- $243,336,944
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,945 | H, C | 20241010131140NAL0035768768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $243,336,944
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $243,336,944
- Net assets (BOY)
- $175,249,233
Income & contributions
- Employer contributions
- $10,090,079
- Participant contributions
- $24,243,523
- Total contributions
- $56,680,997
- Total income / additions
- $92,018,166
Expenses & distributions
- Benefits paid
- $23,275,756
- Administrative expenses
- $627,189
- Total expenses
- $23,930,455
- Net increase / (decrease)
- $68,087,711
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $454,795 | $0 | 2023 |
| Kestra Advisory Svcs LLC | NONE | $120,000 | not reported in the loaded dataset | 2023 |
| Vanguard Advisers Inc. | NONE | $39,894 | not reported in the loaded dataset | 2023 |
| Aprio Llp | NONE | $28,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evolent Health LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- The Vanguard Group, Inc. — Schedule C compensation
- Kestra Advisory Svcs LLC — Schedule C compensation
- Vanguard Advisers Inc. — Schedule C compensation
- Aprio Llp — Schedule C compensation