Wellpath 401(K) Plan — Form 5500 plan (Wellpath Holdings, 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, Wellpath 401(K) Plan is a benefit plan reported by Wellpath Holdings, Inc. under EIN 83-1316669 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,737 participants and $255,868,818 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wellpath Holdings, Inc.
- EIN
- 83-1316669
- Plan number
- 001
- Plan type
- 3
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 13,737
- End-of-year plan assets
- $255,868,818
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,737 | H, C | 20241015205449NAL0051325776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $255,868,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $255,868,818
- Net assets (BOY)
- $210,361,920
Income & contributions
- Employer contributions
- $3,315,151
- Participant contributions
- $39,429,305
- Total contributions
- $46,904,961
- Total income / additions
- $81,408,963
Expenses & distributions
- Benefits paid
- $34,322,153
- Administrative expenses
- $784,446
- Total expenses
- $35,902,065
- Net increase / (decrease)
- $45,506,898
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Priac | RECORDKEEPER | $346,933 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $187,293 | $0 | 2023 |
| Creative Planning | CONSULTANT | $70,000 | not reported in the loaded dataset | 2023 |
| Lbmc | ACCOUNTANT | $23,000 | not reported in the loaded dataset | 2023 |
| Datasmith, LLC | CONSULTANT | $16,950 | not reported in the loaded dataset | 2023 |
| Dynamark | LEGAL | $7,997 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wellpath Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Priac — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Creative Planning — Schedule C compensation
- Lbmc — Schedule C compensation
- Datasmith, LLC — Schedule C compensation
- Dynamark — Schedule C compensation