Management Health Systems, LLC 401(K) Plan — Form 5500 plan (Management Health Systems, 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, Management Health Systems, LLC 401(K) Plan is a benefit plan reported by Management Health Systems, LLC under EIN 58-2297524 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,817 participants and $16,479,569 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Management Health Systems, LLC
EIN
58-2297524
Plan number
001
Plan type
2
Location
Sunrise, FL
Latest filing year
2023
Participants
3,817
End-of-year plan assets
$16,479,569

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,817H, C20241014100752NAL0051810978001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,479,569
Total liabilities (EOY)
$0
Net assets (EOY)
$16,479,569
Net assets (BOY)
$11,375,017

Income & contributions

Employer contributions
$725,259
Participant contributions
$4,363,699
Total contributions
$5,263,965
Total income / additions
$7,331,885

Expenses & distributions

Benefits paid
$2,120,926
Administrative expenses
$106,323
Total expenses
$2,227,333
Net increase / (decrease)
$5,104,552

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$65,733not reported in the loaded dataset2023
Gallagher Fiduciary Advisors, LLCNONE$40,590not reported in the loaded dataset2023

Related Form 5500 pages