2023 Form 5500 filing — Healthspan Retirement Savings Plan 403(B)

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 20241010162503NAL0010253795001) for Healthspan Retirement Savings Plan 403(B), reported by Healthspan Partners under EIN 46-3055925 and plan number 001. It reports 356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$23.4MReported net assets$23,412,783
Participants356
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241010162503NAL0010253795001
Plan sponsor
Healthspan Partners
EIN
46-3055925
Plan number
001
Location
Cincinnati, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$23.4M total assets
Net assets$23.4MLiabilities
Money in vs. money out
Total income / additions$3.9M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Full reported line items
Total assets (EOY)
$23,412,783
Net assets (EOY)
$23,412,783
Total income / additions
$3,899,000
Benefits paid
$2,289,944
Administrative expenses
$7,247
Total expenses
$2,297,191
Net increase / (decrease)
$1,601,809

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010162503NAL0010253795001 cover?
It is the 2023 Form 5500 filing for Healthspan Retirement Savings Plan 403(B), reported by Healthspan Partners (EIN 46-3055925).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages