2023 Form 5500 filing — Nuehealth 401(K) Retirement 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 20241015140154NAL0028686225001) for Nuehealth 401(K) Retirement Plan, reported by Nuehealth Equity Co., LLC under EIN 87-0548370 and plan number 001. It reports 2,141 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)$102.8MReported net assets$102,811,561
Participants2.1K2,141
Provider compensation$222.6K2 Schedule C row(s)$222,559
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015140154NAL0028686225001
Plan sponsor
Nuehealth Equity Co., LLC
EIN
87-0548370
Plan number
001
Location
Overland Park, KS
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)$102.8M total assets
Net assets$102.8MLiabilities$0
Money in vs. money out
Total income / additions$32.2M
Total expenses$32.3M
Benefits paid / distributions$32.1M
Contributions
Employer$4.1M
Participant$10.7M
Full reported line items
Total assets (EOY)
$102,811,561
Total liabilities (EOY)
$0
Net assets (EOY)
$102,811,561
Employer contributions
$4,057,230
Participant contributions
$10,674,996
Total income / additions
$32,176,960
Benefits paid
$32,110,000
Administrative expenses
$222,559
Total expenses
$32,332,559
Net increase / (decrease)
-$155,599
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $198.4K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $24.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015140154NAL0028686225001 cover?
It is the 2023 Form 5500 filing for Nuehealth 401(K) Retirement Plan, reported by Nuehealth Equity Co., LLC (EIN 87-0548370).
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).

Related Form 5500 pages