2023 Form 5500 filing — Versant Health Holdco, Inc. 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 20241015132721NAL0049613184001) for Versant Health Holdco, Inc. 401(K) Plan, reported by Versant Health Holdco, Inc. under EIN 81-0711451 and plan number 001. It reports 1,498 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132721NAL0049613184001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Versant Health Holdco, Inc.
- EIN
- 81-0711451
- Plan number
- 001
- Location
- Troy, NY
- Participants
- 1,498
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,939,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,939,917
- Employer contributions
- $2,238,638
- Participant contributions
- $4,671,409
- Total income / additions
- $16,938,552
- Benefits paid
- $14,134,969
- Administrative expenses
- $142,875
- Total expenses
- $14,307,869
- Net increase / (decrease)
- $2,630,683
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $72,875 | $0 |
| Hays Financial Group | ADVISOR | $70,000 | not reported in the loaded dataset |
| Wealth Management Systems Inc | OTHER | $0 | $0 |