2023 Form 5500 filing — Boone Health 403(B)

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 20250310102003NAL0016133841001) for Boone Health 403(B), reported by Boone Health, Inc. under EIN 85-0769204 and plan number 002. It reports 240 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)$17.4MReported net assets$17,358,062
Participants240
Provider compensation$17.7K2 Schedule C row(s)$17,721
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250310102003NAL0016133841001
Plan sponsor
Boone Health, Inc.
EIN
85-0769204
Plan number
002
Location
Columbia, MO
Received date
not reported in the loaded dataset
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)$17.4M total assets
Net assets$17.4MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$2.6K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$17,358,062
Total liabilities (EOY)
$0
Net assets (EOY)
$17,358,062
Employer contributions
$2,552
Total income / additions
$2,360,011
Benefits paid
$1,169,746
Administrative expenses
$17,721
Total expenses
$1,187,467
Net increase / (decrease)
$1,172,544

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
The Vanguard Group, Inc.NONE$12,596$0
Vanguard Advisers Inc.NONE$5,125not reported in the loaded dataset

Related Form 5500 pages