Point32health 401(K) Plan — Form 5500 plan (Point32health)

Plain-English plan 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, Point32health 401(K) Plan is a benefit plan reported by Point32health under EIN 04-2985923 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,513 participants and $1,192,974,819 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Point32health
EIN
04-2985923
Plan number
001
Plan type
2
Location
Watertown, MA
Latest filing year
2023
Participants
6,513
End-of-year plan assets
$1,192,974,819

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,513H, C20241008094342NAL0009515123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,192,974,819
Total liabilities (EOY)
$0
Net assets (EOY)
$1,192,974,819
Net assets (BOY)
$990,622,987

Income & contributions

Employer contributions
$31,272,888
Participant contributions
$46,716,443
Total contributions
$87,429,311
Total income / additions
$294,601,210

Expenses & distributions

Benefits paid
$91,517,205
Administrative expenses
$417,891
Total expenses
$92,249,378
Net increase / (decrease)
$202,351,832

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$329,091not reported in the loaded dataset2023
CaptrustINVESTMENT ADVISOR$87,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$1,664,935$02023

Related Form 5500 pages