Global Healthcare Exchange 401(K) And Defined Contribution Plan — Form 5500 plan (Global Healthcare Exchange, 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, Global Healthcare Exchange 401(K) And Defined Contribution Plan is a benefit plan reported by Global Healthcare Exchange, Inc. under EIN 84-1502378 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,377 participants and $137,897,949 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Global Healthcare Exchange, Inc.
EIN
84-1502378
Plan number
001
Plan type
2
Location
Louisville, CO
Latest filing year
2023
Participants
1,377
End-of-year plan assets
$137,897,949

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,377H, C20241001134152NAL0006854257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$137,897,949
Total liabilities (EOY)
$0
Net assets (EOY)
$137,897,949
Net assets (BOY)
$115,914,068

Income & contributions

Employer contributions
$4,510,358
Participant contributions
$10,067,091
Total contributions
$15,439,243
Total income / additions
$37,798,568

Expenses & distributions

Benefits paid
$15,630,080
Administrative expenses
$178,884
Total expenses
$15,814,687
Net increase / (decrease)
$21,983,881

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$77,757$02023
Ima Wealth IncADVISOR$61,458not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$39,986not reported in the loaded dataset2023

Related Form 5500 pages