Plan5500

Healthequity Retirement Services Plan — Form 5500 plan (Healthequity Retirement Services, 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, Healthequity Retirement Services Plan is a benefit plan reported by Healthequity Retirement Services, LLC under EIN 82-1222973 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $8,197,554 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Healthequity Retirement Services, LLC
EIN
82-1222973
Plan number
001
Plan type
4
Location
Draper, UT
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$8,197,554

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241015162022NAL0016865283001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,197,554
Total liabilities (EOY)
$0
Net assets (EOY)
$8,197,554
Net assets (BOY)
$6,288,937

Income & contributions

Total contributions
$0
Total income / additions
$1,223,611

Expenses & distributions

Benefits paid
$0
Administrative expenses
$37,526
Total expenses
$37,526
Net increase / (decrease)
$1,186,085

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Healthequity Retirement ServicesPLAN SPONSOR$17,655not reported in the loaded dataset2023
AmeritasRECORDKEEPER AND TPA$16,538not reported in the loaded dataset2023
Matrix Trust Company (Phoenix)CUSTODIAN$1,542$02023

Related Form 5500 pages