2023 Form 5500 filing — U.S. Healthcare, Inc. Retiree Health Benefit 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 20240806155947NAL0002691825001) for U.S. Healthcare, Inc. Retiree Health Benefit Plan, reported by Aetna Inc. under EIN 23-2229683 and plan number 504. It reports 489 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$13.8MReported net assets$13,798,787
Participants489
Provider compensation$107.3K4 Schedule C row(s)$107,265
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240806155947NAL0002691825001
- Plan sponsor
- Aetna Inc.
- EIN
- 23-2229683
- Plan number
- 504
- Location
- Hartford, CT
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$13.8M total assets
Net assets$13.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,798,787
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,798,787
- Total income / additions
- $1,458,944
- Benefits paid
- $350,870
- Administrative expenses
- $194,830
- Total expenses
- $545,700
- Net increase / (decrease)
- $913,244
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| State Street Global Advisors Trust | SUBSIDIARY OF TRUSTEE | $37,127 | $0 |
| Hooker & Holcombe Retirement Svcs | NONE | $32,717 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $29,321 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $8,100 | not reported in the loaded dataset |