2023 Form 5500 filing — Progressivehealth 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 20250127141655NAL0013069953001) for Progressivehealth 401(K) Plan, reported by Progressivehealth Rehabilitation, Inc under EIN 35-1907348 and plan number 001. It reports 1,055 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250127141655NAL0013069953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Progressivehealth Rehabilitation, Inc
- EIN
- 35-1907348
- Plan number
- 001
- Location
- Evansville, IN
- Participants
- 1,055
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,218,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,218,696
- Employer contributions
- $637,086
- Participant contributions
- $2,435,465
- Total income / additions
- $7,362,745
- Benefits paid
- $1,823,670
- Administrative expenses
- $48,468
- Total expenses
- $1,872,138
- Net increase / (decrease)
- $5,490,607
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $41,830 | not reported in the loaded dataset |
| Compensation Systems, Inc. | RECORDKEEPER | $30,452 | $0 |
| Transamerica Life Insurance Co | RECORDKEEPER | $18,016 | $0 |