2023 Form 5500 filing — Lucidhealth 401(K) Profit Sharing 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 20241003152128NAL0020957042001) for Lucidhealth 401(K) Profit Sharing Plan, reported by Premier Imaging Ventures, LLC Dba Lucidhealth under EIN 65-1284519 and plan number 001. It reports 469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003152128NAL0020957042001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Premier Imaging Ventures, LLC Dba Lucidhealth
- EIN
- 65-1284519
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 469
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $264,801,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $264,801,303
- Employer contributions
- $8,539,421
- Participant contributions
- $5,732,819
- Total income / additions
- $56,072,864
- Benefits paid
- $9,994,767
- Administrative expenses
- $475,342
- Total expenses
- $10,470,109
- Net increase / (decrease)
- $45,602,755
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab Trust Bank | NONE | $132,732 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $101,015 | not reported in the loaded dataset |
| The Flaherty Consulting Group | NONE | $76,501 | not reported in the loaded dataset |
| Ameritrade | NONE | $67,079 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $35,021 | not reported in the loaded dataset |
| Raymond James Financial Services | NONE | $17,423 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $12,565 | not reported in the loaded dataset |
| Huntington National Bank | NONE | $7,381 | not reported in the loaded dataset |