Plan5500

2023 Form 5500 filing — Health Connect America Retirement 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 20241015155342NAL0015013907001) for Health Connect America Retirement Savings Plan, reported by Health Connect America under EIN 20-3858944 and plan number 001. It reports 1,739 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)$8.4MReported net assets$8,355,658
Participants1.7K1,739
Provider compensation$106.3K3 Schedule C row(s)$106,306
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015155342NAL0015013907001
Plan sponsor
Health Connect America
EIN
20-3858944
Plan number
001
Location
Franklin, TN
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)$8.4M total assets
Net assets$8.4MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$190.6K
Participant$2.1M
Full reported line items
Total assets (EOY)
$8,355,658
Total liabilities (EOY)
$0
Net assets (EOY)
$8,355,658
Employer contributions
$190,647
Participant contributions
$2,074,728
Total income / additions
$3,862,980
Benefits paid
$1,116,004
Administrative expenses
$106,306
Total expenses
$1,233,717
Net increase / (decrease)
$2,629,263
Schedule C

Reported service provider compensation

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

  1. 1
    Empower Annuity Insurance Company O$77.5K
    RECORDKEEPER · Direct $77.5K · Indirect $0
  2. 2
    Cbiz Investment Advisory Services L$23.3K
    INVESTMENT ADVISOR · Direct $23.3K
  3. 3
    Empower Advisory Group, LLC$5.4K
    INVESTMENT MGMT · Direct $5.4K

Related Form 5500 pages