Health Carousel LLC 401(K) Profit Sharing Plan — Form 5500 plan (Health Carousel LLC)

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 Carousel LLC 401(K) Profit Sharing Plan is a benefit plan reported by Health Carousel LLC under EIN 20-1601546 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,655 participants and $68,079,898 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Health Carousel LLC
EIN
20-1601546
Plan number
001
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
4,655
End-of-year plan assets
$68,079,898

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,655H, C20241009093615NAL0030835744001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$68,079,898
Total liabilities (EOY)
$0
Net assets (EOY)
$68,079,898
Net assets (BOY)
$46,171,421

Income & contributions

Employer contributions
$4,561,162
Participant contributions
$15,854,031
Total contributions
$22,035,751
Total income / additions
$32,186,917

Expenses & distributions

Benefits paid
$9,854,590
Administrative expenses
$249,139
Total expenses
$10,278,440
Net increase / (decrease)
$21,908,477

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$225,181$02023
Valmark Securities Inc.INVESTMENT/FINANCIAL ADVI$24,000$02023
Mesirow Financial Investment ManageINVESTMENT/FINANCIAL ADVI$0$02023

Related Form 5500 pages