Versant Health Holdco, Inc. 401(K) Plan — Form 5500 plan (Versant Health Holdco, 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, Versant Health Holdco, Inc. 401(K) Plan is a benefit plan reported by Versant Health Holdco, Inc. under EIN 81-0711451 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,498 participants and $62,939,917 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Versant Health Holdco, Inc.
EIN
81-0711451
Plan number
001
Plan type
2
Location
Troy, NY
Latest filing year
2023
Participants
1,498
End-of-year plan assets
$62,939,917

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,498H, C20241015132721NAL0049613184001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$62,939,917
Total liabilities (EOY)
$0
Net assets (EOY)
$62,939,917
Net assets (BOY)
$60,822,009

Income & contributions

Employer contributions
$2,238,638
Participant contributions
$4,671,409
Total contributions
$7,898,132
Total income / additions
$16,938,552

Expenses & distributions

Benefits paid
$14,134,969
Administrative expenses
$142,875
Total expenses
$14,307,869
Net increase / (decrease)
$2,630,683

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$72,875$02023
Hays Financial GroupADVISOR$70,000not reported in the loaded dataset2023
Wealth Management Systems IncOTHER$0$02023

Related Form 5500 pages