2023 Form 5500 filing — Cohere Health, Inc. 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 20241119150353NAL0001750659001) for Cohere Health, Inc. 401(K) Plan, reported by Cohere Health, Inc under EIN 84-2393515 and plan number 001. It reports 798 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)$11.1MReported net assets$11,118,725

Participants798

Provider compensation$81K4 Schedule C row(s)$80,950

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241119150353NAL0001750659001
Plan sponsor: Cohere Health, Inc
EIN: 84-2393515
Plan number: 001
Location: Boston, MA
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)$11.1M total assets

Net assets$11.1MLiabilities$0

Money in vs. money out

Total income / additions$7.3M

Total expenses$1.3M

Benefits paid / distributions$1.1M

Contributions

Employer$1.1M

Participant$3.4M

Full reported line items

Total assets (EOY): $11,118,725
Total liabilities (EOY): $0
Net assets (EOY): $11,118,725
Employer contributions: $1,056,093
Participant contributions: $3,350,184
Total income / additions: $7,330,340
Benefits paid: $1,108,557
Administrative expenses: $80,920
Total expenses: $1,293,851
Net increase / (decrease): $6,036,489

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$59K
CONTRACT ADMINISTRATOR · Direct $59K · Indirect $0
2
Twelve Points Wealth Management$22K
INVESTMENT ADVISORY · Direct $22K · Indirect $30
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
4
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241119150353NAL0001750659001 cover?: It is the 2023 Form 5500 filing for Cohere Health, Inc. 401(K) Plan, reported by Cohere Health, Inc (EIN 84-2393515).
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).