2023 Form 5500 filing — Health Quest Retiree Funded Hra 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 20250224124736NAL0023444242001) for Health Quest Retiree Funded Hra Plan, reported by Nuvance Health under EIN 14-1678068 and plan number 601. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250224124736NAL0023444242001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nuvance Health
- EIN
- 14-1678068
- Plan number
- 601
- Location
- Danbury, CT
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,202,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,202,952
- Total income / additions
- $18,422
- Benefits paid
- $368,423
- Administrative expenses
- $21,594
- Total expenses
- $390,017
- Net increase / (decrease)
- -$371,595
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matrix Trust Company | NONE | $215,914 | not reported in the loaded dataset |