Health Strategy, LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Health Strategy, LLC is reported as a service provider on 3 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $289,927 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $289,927
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $289,927
- Filings
- 3
- Plan sponsors
- 2
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Bank Of America Corporation | RI | 1 | $158,100 |
| Travelers Companies, Inc. | MN | 2 | $131,827 |
State footprint
Plans reporting Health Strategy, LLC are sponsored in MN (2), RI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bank Of America Corporation | Bank Of America Group Benefits Program | 2023 | $158,100 | not reported in the loaded dataset |
| Travelers Companies, Inc. | The Travelers Trusteed Employee Benefit Plan | 2023 | $112,053 | not reported in the loaded dataset |
| Travelers Companies, Inc. | The Travelers Retiree Medical Plan | 2023 | $19,774 | not reported in the loaded dataset |