2023 Form 5500 filing — Better 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 20241112104824NAL0015994033001) for Better Health Retirement Plan, reported by Better Health Group Services, Inc. under EIN 87-3709729 and plan number 002. It reports 588 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241112104824NAL0015994033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Better Health Group Services, Inc.
- EIN
- 87-3709729
- Plan number
- 002
- Location
- Tampa, FL
- Participants
- 588
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,450,863
- Total liabilities (EOY)
- $80,289
- Net assets (EOY)
- $20,370,574
- Employer contributions
- $1,219,058
- Participant contributions
- $2,760,076
- Total income / additions
- $11,188,720
- Benefits paid
- $714,571
- Administrative expenses
- $59,172
- Total expenses
- $773,743
- Net increase / (decrease)
- $10,414,977
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $63,080 | not reported in the loaded dataset |
| Invst | NONE | $18,499 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $2,929 | $0 |