Plan5500

Health Quest Retiree Funded Hra Plan — Form 5500 plan (Nuvance Health)

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, Health Quest Retiree Funded Hra Plan is a benefit plan reported by Nuvance Health under EIN 14-1678068 and plan number 601. The latest loaded filing year is 2023. The filing reports 173 participants and $7,202,952 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nuvance Health
EIN
14-1678068
Plan number
601
Plan type
2
Location
Danbury, CT
Latest filing year
2023
Participants
173
End-of-year plan assets
$7,202,952

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20250224124736NAL0023444242001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,202,952
Total liabilities (EOY)
$0
Net assets (EOY)
$7,202,952
Net assets (BOY)
$7,574,547

Income & contributions

Total contributions
$0
Total income / additions
$18,422

Expenses & distributions

Benefits paid
$368,423
Administrative expenses
$21,594
Total expenses
$390,017
Net increase / (decrease)
-$371,595

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Matrix Trust CompanyNONE$215,914not reported in the loaded dataset2023

Related Form 5500 pages