Plan5500

Endeavor Health 401(K) Plan — Form 5500 plan (Endeavor Health)

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, Endeavor Health 401(K) Plan is a benefit plan reported by Endeavor Health under EIN 87-4520691 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,334 participants and $1,856,968,249 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Endeavor Health
EIN
87-4520691
Plan number
001
Plan type
2
Location
Evanston, IL
Latest filing year
2023
Participants
12,334
End-of-year plan assets
$1,856,968,249

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,334H, C20241002090838NAL0014012032001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,856,968,249
Total liabilities (EOY)
$71,691
Net assets (EOY)
$1,856,896,558
Net assets (BOY)
$938,414,770

Income & contributions

Employer contributions
$26,841,750
Participant contributions
$64,395,256
Total contributions
$98,708,004
Total income / additions
$278,325,165

Expenses & distributions

Benefits paid
$85,337,520
Administrative expenses
$591,205
Total expenses
$86,377,232
Net increase / (decrease)
$191,947,933

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$343,812$02023
Capital StrategiesINVESTMENT MANAGEMENT$60,000not reported in the loaded dataset2023
Mitchell & Titus, LlpACCOUNTANT$18,500not reported in the loaded dataset2023

Related Form 5500 pages