2023 Form 5500 filing — Everside Health 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 20241015164726NAL0016909139001) for Everside Health Retirement Plan, reported by Paladina Health LLC under EIN 45-3449075 and plan number 001. It reports 1,925 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)$57.2MReported net assets$57,194,480
Participants1.9K1,925
Provider compensation$221.8K3 Schedule C row(s)$221,793
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015164726NAL0016909139001
Plan sponsor
Paladina Health LLC
EIN
45-3449075
Plan number
001
Location
Denver, CO
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)$57.2M total assets
Net assets$57.2MLiabilities$0
Money in vs. money out
Total income / additions$19.6M
Total expenses$7.5M
Benefits paid / distributions$7.3M
Contributions
Employer$2M
Participant$8.8M
Full reported line items
Total assets (EOY)
$57,194,480
Total liabilities (EOY)
$0
Net assets (EOY)
$57,194,480
Employer contributions
$2,003,263
Participant contributions
$8,756,440
Total income / additions
$19,605,049
Benefits paid
$7,284,276
Administrative expenses
$221,793
Total expenses
$7,535,368
Net increase / (decrease)
$12,069,681
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $114.6K
  2. 2
    RECORDKEEPER · Direct $80.1K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $27.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015164726NAL0016909139001 cover?
It is the 2023 Form 5500 filing for Everside Health Retirement Plan, reported by Paladina Health LLC (EIN 45-3449075).
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