Who sponsors the Patient First 401(K) Plan?

Patient First 401(K) Plan is reported as sponsored by Patient First Corporation (EIN 54-1353272, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Patient First 401(K) Plan?

The latest Form 5500 filing year loaded for Patient First 401(K) Plan is 2023.

How many participants does Patient First 401(K) Plan report?

Patient First 401(K) Plan reports 5,027 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Patient First 401(K) Plan?

Patient First 401(K) Plan reports $245,249,979 in end-of-year plan assets in its latest loaded Form 5500 filing.

Patient First 401(K) Plan — Form 5500 plan (Patient First Corporation)

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, Patient First 401(K) Plan is a benefit plan reported by Patient First Corporation under EIN 54-1353272 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,027 participants and $245,249,979 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Patient First Corporation
EIN: 54-1353272
Plan number: 001
Plan type: 2
Location: Glen Allen, VA
Latest filing year: 2023
Participants: 5,027
End-of-year plan assets: $245,249,979

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	5,027	H, C	20241007080008NAL0015791265001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $245,249,979
Net assets (EOY): $245,249,979
Net assets (BOY): $197,503,548

Income & contributions

Employer contributions: $6,027,515
Participant contributions: $18,656,358
Total contributions: $25,982,194
Total income / additions: $61,575,945

Expenses & distributions

Benefits paid: $13,316,711
Administrative expenses: $324,374
Total expenses: $13,829,514
Net increase / (decrease): $47,746,431

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Principal Life Insurance Company	CONTRACT ADMINISTRATOR	$332,432	$0	2023
Morningstar Investment Management	INV ADV PARTICIPANTS	$0	$0	2023
Wilshire Advisors LLC	INVESTMENT ADVISORY	$0	$0	2023