Plan5500

Signify Health 401(K) Plan — Form 5500 plan (Signify Health, 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, Signify Health 401(K) Plan is a benefit plan reported by Signify Health, LLC under EIN 82-3563982 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,200 participants and $111,728,514 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Signify Health, LLC
EIN
82-3563982
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
3,200
End-of-year plan assets
$111,728,514

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,200H, C20241014154638NAL0046665584001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$111,728,514
Total liabilities (EOY)
$0
Net assets (EOY)
$111,728,514
Net assets (BOY)
$90,705,267

Income & contributions

Employer contributions
$4,872,736
Participant contributions
$14,767,532
Total contributions
$23,676,754
Total income / additions
$41,079,589

Expenses & distributions

Benefits paid
$19,809,653
Administrative expenses
$159,772
Total expenses
$20,056,342
Net increase / (decrease)
$21,023,247

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Workplace Services, LLCPLAN ADMINISTRATOR$117,145$02023
Strategic Advisors, Inc.ADVISOR$42,627not reported in the loaded dataset2023

Related Form 5500 pages