2023 Form 5500 filing — Option Care 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 20241011115642NAL0044205250001) for Option Care Health 401(K) Plan, reported by Option Care Health, Inc. under EIN 68-0208702 and plan number 001. It reports 8,608 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011115642NAL0044205250001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Option Care Health, Inc.
- EIN
- 68-0208702
- Plan number
- 001
- Location
- Bannockburn, IL
- Participants
- 8,608
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $353,409,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $353,409,263
- Employer contributions
- $12,050,926
- Participant contributions
- $29,162,233
- Total income / additions
- $100,760,656
- Benefits paid
- $39,330,734
- Administrative expenses
- $462,360
- Total expenses
- $40,065,925
- Net increase / (decrease)
- $60,694,731
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $416,770 | $0 |
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $44,990 | not reported in the loaded dataset |
| Qdro Consultants Co LLC | OTHER | $600 | not reported in the loaded dataset |