Wellvana 401(K) Plan — Form 5500 plan (Wellvana Integration Partners, 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, Wellvana 401(K) Plan is a benefit plan reported by Wellvana Integration Partners, LLC under EIN 86-3069354 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $2,521,988 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wellvana Integration Partners, LLC
- EIN
- 86-3069354
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $2,521,988
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20241015124831NAL0028472689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,521,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,521,988
- Net assets (BOY)
- $1,221,405
Income & contributions
- Participant contributions
- $1,071,147
- Total contributions
- $1,100,139
- Total income / additions
- $1,436,360
Expenses & distributions
- Benefits paid
- $119,898
- Administrative expenses
- $17,112
- Total expenses
- $137,010
- Net increase / (decrease)
- $1,299,350
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $8,488 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,603 | $0 | 2023 |
| Access Retirement Services LLC | CONTRACT ADMIN | $3,371 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wellvana Integration Partners, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Access Retirement Services LLC — Schedule C compensation