2023 Form 5500 filing — Health Catalyst, Inc. 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 20241002184725NAL0015823440001) for Health Catalyst, Inc. 401(K) Plan, reported by Health Catalyst, Inc. under EIN 45-3337483 and plan number 001. It reports 1,498 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002184725NAL0015823440001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Health Catalyst, Inc.
- EIN
- 45-3337483
- Plan number
- 001
- Location
- South Jordan, UT
- Participants
- 1,498
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $137,858,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,858,099
- Employer contributions
- $5,775,061
- Participant contributions
- $13,332,604
- Total income / additions
- $43,178,754
- Benefits paid
- $12,711,567
- Administrative expenses
- $195,013
- Total expenses
- $12,955,669
- Net increase / (decrease)
- $30,223,085
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $135,013 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $60,000 | not reported in the loaded dataset |
| Health Catalyst Inc | OTHER | $0 | not reported in the loaded dataset |