2023 Form 5500 filing — 4leaf, Inc. Health Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240613134717NAL0030590465001) for 4leaf, Inc. Health Plan, reported by 4leaf, Inc. under EIN 94-3393574 and plan number 501. It reports 55 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240613134717NAL0030590465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- 4leaf, Inc.
- EIN
- 94-3393574
- Plan number
- 501
- Location
- Pleasanton, CA
- Participants
- 55
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,740
- Total liabilities (EOY)
- $87,527
- Net assets (EOY)
- -$84,787
- Employer contributions
- $348,903
- Participant contributions
- $556,365
- Total income / additions
- $905,719
- Benefits paid
- $559,029
- Administrative expenses
- $27,326
- Total expenses
- $965,741
- Net increase / (decrease)
- -$60,022
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kbi Benefits | BROKER | $40,250 | not reported in the loaded dataset |
| Meritain Health | CARRIER | $27,326 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $15,271 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $4,315 | not reported in the loaded dataset |