Compass Health Retirement Plan — Form 5500 plan (Compass 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, Compass Health Retirement Plan is a benefit plan reported by Compass Health under EIN 91-1180810 and plan number 006. The latest loaded filing year is 2023. The filing reports 1,027 participants and $44,787,928 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Compass Health
EIN
91-1180810
Plan number
006
Plan type
2
Location
Everett, WA
Latest filing year
2023
Participants
1,027
End-of-year plan assets
$44,787,928

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,027H, C20241011160856NAL0012739155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,787,928
Total liabilities (EOY)
$0
Net assets (EOY)
$44,787,928
Net assets (BOY)
$35,740,273

Income & contributions

Employer contributions
$1,705,843
Participant contributions
$2,672,110
Total contributions
$4,570,958
Total income / additions
$11,846,931

Expenses & distributions

Benefits paid
$2,658,109
Administrative expenses
$143,334
Total expenses
$2,799,276
Net increase / (decrease)
$9,047,655

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$88,254$02023
Highland Capital Advisors LLCINVESTMENT ADVISOR$41,800not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$13,280not reported in the loaded dataset2023

Related Form 5500 pages