Virgin Pulse, Inc. 401(K) Plan — Form 5500 plan (Virgin Pulse, Inc.)
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, Virgin Pulse, Inc. 401(K) Plan is a benefit plan reported by Virgin Pulse, Inc. under EIN 20-2547480 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,996 participants and $84,633,393 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Virgin Pulse, Inc.
- EIN
- 20-2547480
- Plan number
- 001
- Plan type
- 2
- Location
- Providence, RI
- Latest filing year
- 2023
- Participants
- 1,996
- End-of-year plan assets
- $84,633,393
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,996 | H, C | 20241015155412NAL0016806963001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,633,393
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,633,393
- Net assets (BOY)
- $70,689,832
Income & contributions
- Employer contributions
- $2,158,449
- Participant contributions
- $8,785,812
- Total contributions
- $12,485,573
- Total income / additions
- $25,705,201
Expenses & distributions
- Benefits paid
- $11,405,098
- Administrative expenses
- $330,955
- Total expenses
- $11,761,640
- Net increase / (decrease)
- $13,943,561
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $142,939 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $73,580 | not reported in the loaded dataset | 2023 |
| Benefit Solutions Etc, Ltd. | CONTRACT ADMIN | $65,221 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $38,853 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $392 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Virgin Pulse, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Providence, RI
- Empower Annuity Ins Co Of America — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Benefit Solutions Etc, Ltd. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation