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 Advocate Employee 401(K) Plan is a benefit plan reported by Health Advocate Solutions, Inc. under EIN 23-3080019 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,266 participants and $33,139,817 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,139,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,139,817
- Net assets (BOY)
- $29,522,710
Income & contributions
- Employer contributions
- $869,674
- Participant contributions
- $2,935,703
- Total contributions
- $4,073,890
- Total income / additions
- $8,463,120
Expenses & distributions
- Benefits paid
- $4,693,238
- Administrative expenses
- $22,554
- Total expenses
- $4,846,013
- Net increase / (decrease)
- $3,617,107