2023 Form 5500 filing — Health Intelligence Company, LLC Tax-Favored Savings Program

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 20241014081103NAL0026798001001) for Health Intelligence Company, LLC Tax-Favored Savings Program, reported by Health Intelligence Company, LLC Doing Business As Bhi under EIN 27-4269034 and plan number 001. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$28.3MReported net assets$28,344,288

Participants230

Provider compensation$7152 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014081103NAL0026798001001
Plan sponsor: Health Intelligence Company, LLC Doing Business As Bhi
EIN: 27-4269034
Plan number: 001
Location: Chicago, IL
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)$28.3M total assets

Net assets$28.3MLiabilities$0

Money in vs. money out

Total income / additions$9.6M

Total expenses$5.7M

Benefits paid / distributions$5.7M

Contributions

Employer$1.1M

Participant$2.8M

Full reported line items

Total assets (EOY): $28,344,288
Total liabilities (EOY): $0
Net assets (EOY): $28,344,288
Employer contributions: $1,147,460
Participant contributions: $2,808,629
Total income / additions: $9,584,455
Benefits paid: $5,725,823
Administrative expenses: $715
Total expenses: $5,726,889
Net increase / (decrease): $3,857,566

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fidelity Investments Institutional$715
RECORDKEEPER · Direct $715 · Indirect $0
2
Wealth Management Systems Inc$0
NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014081103NAL0026798001001 cover?: It is the 2023 Form 5500 filing for Health Intelligence Company, LLC Tax-Favored Savings Program, reported by Health Intelligence Company, LLC Doing Business As Bhi (EIN 27-4269034).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).