How many benefit plans does Lumio Hx, Inc. report on Form 5500?

Lumio Hx, Inc. (EIN 87-3547401) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Lumio Hx, Inc.?

The Employer Identification Number (EIN) reported for Lumio Hx, Inc. is 87-3547401.

What is the latest Form 5500 filing year for Lumio Hx, Inc.?

The latest loaded Form 5500 filing year for Lumio Hx, Inc. is 2023.

Lumio Hx, Inc. — 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, Lumio Hx, Inc. (EIN 87-3547401) is a plan sponsor located in Lehi, UT 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: 87-3547401
Location: Lehi, UT
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $10,133,766
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $10,133,766

Contributions & income

Employer contributions: $1,511,422
Participant contributions: $3,222,586
Total income / additions: $6,642,392

Expenses & distributions

Benefits paid / distributions: $2,046,809
Total expenses: $2,212,473
Net increase / (decrease): $4,429,919

Coverage

Total reported participants: 2,662
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Lumio Hx, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Lumio Hx, Inc. 401(K) Retirement Plan	001	1,814	$10,133,766	2023
Lumio Hx, Inc. Benefit Program	501	848	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lumio Hx, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Lumio Hx, Inc. Benefit Program	848	—	20240717100136NAL0006590048001
2023	Lumio Hx, Inc. 401(K) Retirement Plan	1,814	H, C	20241015220210NAL0017271539001