2023 Form 5500 filing — Healthwise Incorporated 401(K) 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 20240904144316NAL0011198707001) for Healthwise Incorporated 401(K) Plan, reported by Healthwise Incorporated under EIN 23-7455145 and plan number 002. It reports 375 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)$70.9MReported net assets$70,870,474
Participants375
Provider compensation$90.6K2 Schedule C row(s)$90,609
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240904144316NAL0011198707001
Plan sponsor
Healthwise Incorporated
EIN
23-7455145
Plan number
002
Location
Boise, ID
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$70.9M total assets
Net assets$70.9MLiabilities$0
Money in vs. money out
Total income / additions$16.3M
Total expenses$3M
Benefits paid / distributions$2.9M
Contributions
Employer$2.2M
Participant$3.5M
Full reported line items
Total assets (EOY)
$70,870,474
Total liabilities (EOY)
$0
Net assets (EOY)
$70,870,474
Employer contributions
$2,171,659
Participant contributions
$3,485,484
Total income / additions
$16,297,522
Benefits paid
$2,924,828
Administrative expenses
$90,609
Total expenses
$3,015,437
Net increase / (decrease)
$13,282,085
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $50.6K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $40K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240904144316NAL0011198707001 cover?
It is the 2023 Form 5500 filing for Healthwise Incorporated 401(K) Plan, reported by Healthwise Incorporated (EIN 23-7455145).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages