2023 Form 5500 filing — Lumeris 401k 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 20240911170733NAL0016523090001) for Lumeris 401k Plan, reported by Lumeris Healthcare Outcomes under EIN 26-3628710 and plan number 001. It reports 1,918 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911170733NAL0016523090001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lumeris Healthcare Outcomes
- EIN
- 26-3628710
- Plan number
- 001
- Location
- Maryland Heights, MO
- Participants
- 1,918
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,263,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,263,877
- Employer contributions
- $4,117,740
- Participant contributions
- $11,712,688
- Total income / additions
- $39,992,795
- Benefits paid
- $16,517,475
- Administrative expenses
- $201,877
- Total expenses
- $16,724,344
- Net increase / (decrease)
- $23,268,451
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $149,098 | $0 |
| Resources Investment Advisors LLC | INVESTMENT ADVISOR | $40,117 | not reported in the loaded dataset |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $12,662 | not reported in the loaded dataset |