2023 Form 5500 filing — Pursue Health LLC Retirement Savings 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 20240816075217NAL0029931042001) for Pursue Health LLC Retirement Savings Plan, reported by Pursue Health LLC under EIN 46-4762423 and plan number 001. It reports 2,469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240816075217NAL0029931042001
Filing year
2023
Form type
2
Plan sponsor
Pursue Health LLC
EIN
46-4762423
Plan number
001
Location
Irvine, CA
Participants
2,469
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,018,035
Total liabilities (EOY)
$48
Net assets (EOY)
$14,017,987
Employer contributions
$0
Participant contributions
$3,261,742
Total income / additions
$5,218,988
Benefits paid
$1,851,407
Administrative expenses
$23,605
Total expenses
$1,877,820
Net increase / (decrease)
$3,341,168
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American United Life Insurance CoNONE$24,961$113,270
Lpl Financial LLCNONE$0$60,458

Related Form 5500 pages