2023 Form 5500 filing — Accanto Health, LLC 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 20241112084736NAL0026161792001) for Accanto Health, LLC 401(K) Plan, reported by Accanto Health, LLC under EIN 45-4471717 and plan number 002. It reports 1,849 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241112084736NAL0026161792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Accanto Health, LLC
- EIN
- 45-4471717
- Plan number
- 002
- Location
- Saint Paul, MN
- Participants
- 1,849
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,300,733
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,300,733
- Employer contributions
- $1,007,566
- Participant contributions
- $4,538,462
- Total income / additions
- $11,319,002
- Benefits paid
- $3,209,158
- Administrative expenses
- $143,710
- Total expenses
- $3,376,745
- Net increase / (decrease)
- $7,942,257
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $143,710 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $30,000 | $38,870 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |