Eversana 401(K) Plan — Form 5500 plan (Eversana)

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, Eversana 401(K) Plan is a benefit plan reported by Eversana under EIN 39-1821626 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,146 participants and $289,845,919 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eversana
EIN
39-1821626
Plan number
001
Plan type
2
Location
Overland Park, KS
Latest filing year
2023
Participants
3,146
End-of-year plan assets
$289,845,919

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,146H, C20250128123055NAL0013572545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$289,845,919
Total liabilities (EOY)
$0
Net assets (EOY)
$289,845,919
Net assets (BOY)
$122,458,411

Income & contributions

Employer contributions
$11,624,240
Participant contributions
$32,814,826
Total contributions
$51,162,520
Total income / additions
$95,357,465

Expenses & distributions

Benefits paid
$32,436,287
Administrative expenses
$435,917
Total expenses
$32,922,195
Net increase / (decrease)
$62,435,270

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$227,982$02023
Private Advisor Group LLCADVISOR$207,811not reported in the loaded dataset2023

Related Form 5500 pages