Boone Health 403(B) — Form 5500 plan (Boone Health, 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, Boone Health 403(B) is a benefit plan reported by Boone Health, Inc. under EIN 85-0769204 and plan number 002. The latest loaded filing year is 2023. The filing reports 240 participants and $17,358,062 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$17.4MPlan net assets, end of year$17,358,062
Participants240Covered participants reported
Assets / participant$72.3KComputed: assets ÷ participants$72,325 (computed)
Provider compensation$17.7K2 Schedule C provider row(s)$17,721
- Plan sponsor
- Boone Health, Inc.
- EIN
- 85-0769204
- Plan number
- 002
- Plan type
- 2
- Location
- Columbia, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20250310102003NAL0016133841001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$17.4M total assets
Net assets$17.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $17,358,062
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,358,062
- Net assets (BOY)
- $16,185,518
Income & contributions
- Employer contributions
- $2,552
- Total contributions
- $2,552
- Total income / additions
- $2,360,011
Expenses & distributions
- Benefits paid
- $1,169,746
- Administrative expenses
- $17,721
- Total expenses
- $1,187,467
- Net increase / (decrease)
- $1,172,544
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income50%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $12,596 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $5,125 | not reported in the loaded dataset | 2023 |