2023 Form 5500 filing — Nuvance Health 403(B) Plan (F/K/A Health Quest Systems, Inc. Tax Deferred Annuity 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 20241015083639NAL0048507792001) for Nuvance Health 403(B) Plan (F/K/A Health Quest Systems, Inc. Tax Deferred Annuity Plan), reported by Nuvance Health under EIN 83-4214573 and plan number 002. It reports 4,721 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015083639NAL0048507792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nuvance Health
- EIN
- 83-4214573
- Plan number
- 002
- Location
- Danbury, CT
- Participants
- 4,721
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $705,011,479
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $705,011,479
- Participant contributions
- $12,130,477
- Total income / additions
- $112,238,316
- Benefits paid
- $60,164,852
- Administrative expenses
- $271,446
- Total expenses
- $60,758,189
- Net increase / (decrease)
- $51,480,127
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Instl Ops | RECORDKEEPER | $136,954 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $121,905 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $20,614 | $0 |
| Gyl Financial Synergies | CONSULTING | $9,250 | not reported in the loaded dataset |