2023 Form 5500 filing — Health First 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 20240923194044NAL0021231184001) for Health First Retirement Savings Plan, reported by Health First Shared Services, Inc. under EIN 59-3336894 and plan number 005. It reports 10,972 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923194044NAL0021231184001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Health First Shared Services, Inc.
- EIN
- 59-3336894
- Plan number
- 005
- Location
- Melbourne, FL
- Participants
- 10,972
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $809,780,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $809,780,379
- Employer contributions
- $12,148,694
- Participant contributions
- $42,222,178
- Total income / additions
- $184,968,113
- Benefits paid
- $66,034,914
- Administrative expenses
- $834,313
- Total expenses
- $66,869,227
- Net increase / (decrease)
- $118,098,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $741,904 | $107,172 |
| Charles Schwab Trust Bank | NONE | $102 | $107,172 |
| Firstwave Financial | NONE | $70,359 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,255 | $0 |