2023 Form 5500 filing — Healthequity 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 20241015145125NAL0030044609001) for Healthequity 401(K) Plan, reported by Healthequity, Inc. under EIN 52-2383166 and plan number 001. It reports 4,141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145125NAL0030044609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Healthequity, Inc.
- EIN
- 52-2383166
- Plan number
- 001
- Location
- Draper, UT
- Participants
- 4,141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $243,398,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $243,398,367
- Employer contributions
- $8,422,191
- Participant contributions
- $21,433,869
- Total income / additions
- $71,973,839
- Benefits paid
- $26,427,542
- Administrative expenses
- $328,363
- Total expenses
- $26,769,050
- Net increase / (decrease)
- $45,204,789
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $204,205 | $0 |
| Tri-Ad Actuaries Inc | NONE | $116,110 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | NONE | $8,479 | not reported in the loaded dataset |