2023 Form 5500 filing — Cora Health Services Retirement Salary Savings 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 20241015120359NAL0055972770001) for Cora Health Services Retirement Salary Savings Plan, reported by Cora Health Services, Inc. under EIN 34-1853567 and plan number 001. It reports 1,638 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120359NAL0055972770001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cora Health Services, Inc.
- EIN
- 34-1853567
- Plan number
- 001
- Location
- Lima, OH
- Participants
- 1,638
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,350,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,350,993
- Participant contributions
- $3,639,860
- Total income / additions
- $7,285,912
- Benefits paid
- $3,908,797
- Administrative expenses
- $327,256
- Total expenses
- $4,270,861
- Net increase / (decrease)
- $3,015,051
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $177,632 | $0 |
| Ascensus | CONTRACT ADMINISTRATOR | $59,869 | $1,007 |
| Ascensus | ACCOUNTANT | $60,865 | not reported in the loaded dataset |
| William Vaughan Company | ACCOUNTANT | $28,890 | not reported in the loaded dataset |
| Fortune Financial Services Inc | OTHER SERVICES | $0 | $5,843 |
| Morningstar Investment Mgmt LLC | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |