Deliverhealth Solutions, LLC 401(K) Plan — Form 5500 plan (Deliverhealth Solutions, LLC)
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, Deliverhealth Solutions, LLC 401(K) Plan is a benefit plan reported by Deliverhealth Solutions, LLC under EIN 85-3847025 and plan number 001. The latest loaded filing year is 2023. The filing reports 370 participants and $17,127,995 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Deliverhealth Solutions, LLC
- EIN
- 85-3847025
- Plan number
- 001
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 370
- End-of-year plan assets
- $17,127,995
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 370 | H, C | 20240918111007NAL0004232193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,127,995
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,127,995
- Net assets (BOY)
- $16,907,878
Income & contributions
- Employer contributions
- $610,920
- Participant contributions
- $1,399,004
- Total contributions
- $2,097,557
- Total income / additions
- $4,865,183
Expenses & distributions
- Benefits paid
- $4,589,030
- Administrative expenses
- $56,036
- Total expenses
- $4,645,066
- Net increase / (decrease)
- $220,117
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $33,833 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $19,261 | $0 | 2023 |
| Flagel Huber Flagel | ACCOUNTANT/AUDITOR | $12,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Deliverhealth Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Kestra Investment Services LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Flagel Huber Flagel — Schedule C compensation