Plan5500

Lumeris 401k Plan — Form 5500 plan (Lumeris Healthcare Outcomes)

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, Lumeris 401k Plan is a benefit plan reported by Lumeris Healthcare Outcomes under EIN 26-3628710 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,918 participants and $142,263,877 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lumeris Healthcare Outcomes
EIN
26-3628710
Plan number
001
Plan type
2
Location
Maryland Heights, MO
Latest filing year
2023
Participants
1,918
End-of-year plan assets
$142,263,877

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,918H, C20240911170733NAL0016523090001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$142,263,877
Total liabilities (EOY)
$0
Net assets (EOY)
$142,263,877
Net assets (BOY)
$118,995,426

Income & contributions

Employer contributions
$4,117,740
Participant contributions
$11,712,688
Total contributions
$17,939,113
Total income / additions
$39,992,795

Expenses & distributions

Benefits paid
$16,517,475
Administrative expenses
$201,877
Total expenses
$16,724,344
Net increase / (decrease)
$23,268,451

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$149,098$02023
Resources Investment Advisors LLCINVESTMENT ADVISOR$40,117not reported in the loaded dataset2023
Onedigital Investment Advisors LLCINVESTMENT ADVISOR$12,662not reported in the loaded dataset2023

Related Form 5500 pages