Plan5500

Health Union, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Health Union, LLC (EIN 27-1696312) is a plan sponsor located in Philadelphia, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-1696312
Location
Philadelphia, PA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Health Union, LLC

  • 2 loaded plans hold $10.7M in reported assets.
  • The largest, Health Union, LLC 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 529 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.7MSummed across loaded plans$10,656,402
Total reported assets$10.7M$10,656,402
Total reported participants529
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.7M total assets
Net assets$10.7MLiabilities$0
Contributions & income
Employer contributions$646K
Participant contributions$1.7M
Total income / additions$4M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)$2.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Health Union, LLC 401(K) Profit Sharing Plan
Participants per plan265Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Health Union, LLC 401(K) Profit Sharing Plan$10.7M
    Plan #001 · 302 participants · 2023
  2. 2
    Health Union, LLC Welfare Benefit Plannot reported in the loaded dataset
    Plan #502 · 227 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Health Union, LLC. Open one for its full reported snapshot.

  1. 2023
    Health Union, LLC Welfare Benefit Plan227 participants · 2No schedules
    View filing →
  2. 2023
    Health Union, LLC 401(K) Profit Sharing Plan302 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Health Union, LLC report on Form 5500?
Health Union, LLC (EIN 27-1696312) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Health Union, LLC?
The Employer Identification Number (EIN) reported for Health Union, LLC is 27-1696312.
What is the latest Form 5500 filing year for Health Union, LLC?
The latest loaded Form 5500 filing year for Health Union, LLC is 2023.

Related Form 5500 pages