Nuvance Health 403(B) Plan (F/K/A Health Quest Systems, Inc. Tax Deferred Annuity Plan) — Form 5500 plan (Nuvance Health)
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, Nuvance Health 403(B) Plan (F/K/A Health Quest Systems, Inc. Tax Deferred Annuity Plan) is a benefit plan reported by Nuvance Health under EIN 83-4214573 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,721 participants and $705,011,479 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nuvance Health
- EIN
- 83-4214573
- Plan number
- 002
- Plan type
- 2
- Location
- Danbury, CT
- Latest filing year
- 2023
- Participants
- 4,721
- End-of-year plan assets
- $705,011,479
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,721 | H, C | 20241015083639NAL0048507792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $705,011,479
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $705,011,479
- Net assets (BOY)
- $653,531,352
Income & contributions
- Participant contributions
- $12,130,477
- Total contributions
- $12,839,880
- Total income / additions
- $112,238,316
Expenses & distributions
- Benefits paid
- $60,164,852
- Administrative expenses
- $271,446
- Total expenses
- $60,758,189
- Net increase / (decrease)
- $51,480,127
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Instl Ops | RECORDKEEPER | $136,954 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $121,905 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $20,614 | $0 | 2023 |
| Gyl Financial Synergies | CONSULTING | $9,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nuvance Health
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Danbury, CT
- Fid Inv Instl Ops — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Gyl Financial Synergies — Schedule C compensation