Cognosante LLC 401(K) Plan — Form 5500 plan (Cognosante, 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, Cognosante LLC 401(K) Plan is a benefit plan reported by Cognosante, LLC under EIN 68-0121468 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,599 participants and $78,070,943 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cognosante, LLC
- EIN
- 68-0121468
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 2,599
- End-of-year plan assets
- $78,070,943
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,599 | H, C | 20240925142622NAL0005509411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,070,943
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,070,943
- Net assets (BOY)
- $63,196,051
Income & contributions
- Employer contributions
- $3,461,411
- Participant contributions
- $7,416,134
- Total contributions
- $11,637,894
- Total income / additions
- $22,997,934
Expenses & distributions
- Benefits paid
- $7,815,133
- Administrative expenses
- $304,222
- Total expenses
- $8,123,042
- Net increase / (decrease)
- $14,874,892
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $298,510 | $0 | 2023 |
| Creative Planning Hold Co, LLC | SERVICE PROVIDER | $0 | $56,667 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $5,712 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cognosante, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Creative Planning Hold Co, LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation