2023 Form 5500 filing — Think Invest For Your Future
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 20241015144949NAL0016668003001) for Think Invest For Your Future, reported by Think Whole Person Healthcare under EIN 46-3442228 and plan number 001. It reports 455 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144949NAL0016668003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Think Whole Person Healthcare
- EIN
- 46-3442228
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 455
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,456,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,456,491
- Employer contributions
- $436,759
- Participant contributions
- $1,360,610
- Total income / additions
- $4,863,562
- Benefits paid
- $2,596,468
- Administrative expenses
- $71,034
- Total expenses
- $2,667,502
- Net increase / (decrease)
- $2,196,060
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $71,034 | $0 |
| Securities America, Inc | OTHER SERVICES | $0 | $24,640 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |