2023 Form 5500 filing — Flatiron Health, Inc. Retirement Trust

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 20241015193458NAL0017119603001) for Flatiron Health, Inc. Retirement Trust, reported by Flatiron Health, Inc. under EIN 45-5527155 and plan number 001. It reports 1,529 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)$110.2MReported net assets$110,244,038
Participants1.5K1,529
Provider compensation$29.5K2 Schedule C row(s)$29,534
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015193458NAL0017119603001
Plan sponsor
Flatiron Health, Inc.
EIN
45-5527155
Plan number
001
Location
New York, NY
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)$110.2M total assets
Net assets$110.2MLiabilities$0
Money in vs. money out
Total income / additions$39.7M
Total expenses$6.3M
Benefits paid / distributions$6.3M
Contributions
Employer$2.2M
Participant$16.7M
Full reported line items
Total assets (EOY)
$110,244,038
Total liabilities (EOY)
$0
Net assets (EOY)
$110,244,038
Employer contributions
$2,184,193
Participant contributions
$16,695,200
Total income / additions
$39,713,072
Benefits paid
$6,282,887
Administrative expenses
$29,534
Total expenses
$6,345,766
Net increase / (decrease)
$33,367,306
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $23.4K
  2. 2
    RECORDKEEPER · Direct $6.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015193458NAL0017119603001 cover?
It is the 2023 Form 5500 filing for Flatiron Health, Inc. Retirement Trust, reported by Flatiron Health, Inc. (EIN 45-5527155).
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