2023 Form 5500 filing — Modern Health 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 20240925113236NAL0019693888001) for Modern Health 401(K) Plan, reported by Modern Life Inc. under EIN 36-4883813 and plan number 001. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925113236NAL0019693888001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Modern Life Inc.
- EIN
- 36-4883813
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 449
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,304,488
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,304,488
- Employer contributions
- $836
- Participant contributions
- $3,576,668
- Total income / additions
- $6,353,636
- Benefits paid
- $2,017,412
- Administrative expenses
- $63,450
- Total expenses
- $2,081,535
- Net increase / (decrease)
- $4,272,101
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Human Interest Advisor LLC | RECORDKEEPER | $63,451 | not reported in the loaded dataset |