Comagine Health Retirement Savings Plan — Form 5500 plan (Comagine 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, Comagine Health Retirement Savings Plan is a benefit plan reported by Comagine Health under EIN 91-1072875 and plan number 001. The latest loaded filing year is 2023. The filing reports 640 participants and $63,330,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Comagine Health
- EIN
- 91-1072875
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 640
- End-of-year plan assets
- $63,330,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 640 | H, C | 20241014132832NAL0052431506001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,330,890
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,330,890
- Net assets (BOY)
- $53,786,680
Income & contributions
- Employer contributions
- $934,427
- Participant contributions
- $4,090,249
- Total contributions
- $5,139,967
- Total income / additions
- $14,217,015
Expenses & distributions
- Benefits paid
- $4,502,413
- Administrative expenses
- $156,036
- Total expenses
- $4,672,805
- Net increase / (decrease)
- $9,544,210
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $156,035 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $67,329 | 2023 |
| Comagine Health | INVESTMENT ADVISORY | $0 | $11,259 | 2023 |