Empath Health 403(B) Plan — Form 5500 plan (Empath-Stratum, 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, Empath Health 403(B) Plan is a benefit plan reported by Empath-Stratum, Inc. under EIN 85-1356625 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,268 participants and $132,549,059 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Empath-Stratum, Inc.
- EIN
- 85-1356625
- Plan number
- 001
- Plan type
- 2
- Location
- Sarasota, FL
- Latest filing year
- 2023
- Participants
- 3,268
- End-of-year plan assets
- $132,549,059
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,268 | H, C | 20241014162841NAL0015292403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $132,549,059
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $132,549,059
- Net assets (BOY)
- $100,749,886
Income & contributions
- Employer contributions
- $3,822,723
- Participant contributions
- $11,818,366
- Total contributions
- $16,507,800
- Total income / additions
- $30,109,504
Expenses & distributions
- Benefits paid
- $15,120,041
- Administrative expenses
- $347,417
- Total expenses
- $15,535,012
- Net increase / (decrease)
- $14,574,492
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $276,438 | $0 | 2023 |
| Sageview Advisory Group | SERVICE PROVIDER | $70,819 | not reported in the loaded dataset | 2023 |
| The Variable Annuity Life Insurance | SERVICE PROVIDER | $150 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $10 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Empath-Stratum, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Sarasota, FL
- Lincoln National Corporation — Schedule C compensation
- Sageview Advisory Group — Schedule C compensation
- The Variable Annuity Life Insurance — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation