Health First Frozen 403(B) Plan — Form 5500 plan (Health First, 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, Health First Frozen 403(B) Plan is a benefit plan reported by Health First, Inc. under EIN 59-3336894 and plan number 003. The latest loaded filing year is 2023. The filing reports 482 participants and $23,733,758 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Health First, Inc.
EIN
59-3336894
Plan number
003
Plan type
2
Location
Melbourne, FL
Latest filing year
2023
Participants
482
End-of-year plan assets
$23,733,758

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023482H20240923192026NAL0016036544001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,733,758
Total liabilities (EOY)
$0
Net assets (EOY)
$23,733,758
Net assets (BOY)
$22,962,830

Income & contributions

Total contributions
$0
Total income / additions
$3,875,114

Expenses & distributions

Benefits paid
$3,103,763
Administrative expenses
$423
Total expenses
$3,104,186
Net increase / (decrease)
$770,928

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages