Panoramic Health 401k Plan — Form 5500 plan (Usn Opco, 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, Panoramic Health 401k Plan is a benefit plan reported by Usn Opco, LLC under EIN 85-3975194 and plan number 001. The latest loaded filing year is 2023. The filing reports 916 participants and $206,214,806 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Usn Opco, LLC
- EIN
- 85-3975194
- Plan number
- 001
- Plan type
- 2
- Location
- Tempe, AZ
- Latest filing year
- 2023
- Participants
- 916
- End-of-year plan assets
- $206,214,806
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 916 | H, C | 20250304105320NAL0010978080001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $206,214,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $206,214,806
- Net assets (BOY)
- $129,658,490
Income & contributions
- Employer contributions
- $3,961,344
- Participant contributions
- $13,079,299
- Total contributions
- $45,425,008
- Total income / additions
- $81,608,550
Expenses & distributions
- Benefits paid
- $4,950,776
- Administrative expenses
- $127,885
- Total expenses
- $5,052,234
- Net increase / (decrease)
- $76,556,316
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $79,030 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $26,323 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners, LLC | CONSULTANT | $21,250 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | CONSULTANT | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Usn Opco, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Tempe, AZ
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation