Plan5500

Healthsmart Management Services Organization 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, Healthsmart Management Services Organization Inc (EIN 93-1209030) is a plan sponsor located in San Marcos, CA with 1 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
93-1209030
Location
San Marcos, CA
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 Healthsmart Management Services Organization Inc

  • 2 loaded plans hold $10.8M in reported assets.
  • The largest, Healthsmart Management Services Organizations, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 509 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.8MSummed across loaded plans$10,829,732
Total reported assets$10.8M$10,829,732
Total reported participants509
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.8M total assets
Net assets$10.8MLiabilities$0
Contributions & income
Employer contributions$335.4K
Participant contributions$1.3M
Total income / additions$3.1M
Expenses & distributions
Benefits paid / distributions$326.7K
Total expenses$388.4K
Net increase / (decrease)$2.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Healthsmart Management Services Organizations, Inc. 401(K) Plan
Participants per plan255Average 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
    Healthsmart Management Services Organizations, Inc. 401(K) Plan$10.8M
    Plan #001 · 267 participants · 2023
  2. 2
    Healthsmart Management Services Organization Inc Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 242 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 Healthsmart Management Services Organization Inc. Open one for its full reported snapshot.

  1. 2023
    Healthsmart Management Services Organizations, Inc. 401(K) Plan267 participants · 2Sch HSch C
    View filing →
  2. 2023
    Healthsmart Management Services Organization Inc Employee Benefits Plan242 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Healthsmart Management Services Organization Inc report on Form 5500?
Healthsmart Management Services Organization Inc (EIN 93-1209030) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Healthsmart Management Services Organization Inc?
The Employer Identification Number (EIN) reported for Healthsmart Management Services Organization Inc is 93-1209030.
What is the latest Form 5500 filing year for Healthsmart Management Services Organization Inc?
The latest loaded Form 5500 filing year for Healthsmart Management Services Organization Inc is 2023.

Related Form 5500 pages