Health Catalyst, Inc. 401(K) Plan — Form 5500 plan (Health Catalyst, 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, Health Catalyst, Inc. 401(K) Plan is a benefit plan reported by Health Catalyst, Inc. under EIN 45-3337483 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,498 participants and $137,858,099 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Health Catalyst, Inc.
- EIN
- 45-3337483
- Plan number
- 001
- Plan type
- 2
- Location
- South Jordan, UT
- Latest filing year
- 2023
- Participants
- 1,498
- End-of-year plan assets
- $137,858,099
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,498 | H, C | 20241002184725NAL0015823440001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $137,858,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,858,099
- Net assets (BOY)
- $107,635,014
Income & contributions
- Employer contributions
- $5,775,061
- Participant contributions
- $13,332,604
- Total contributions
- $21,992,044
- Total income / additions
- $43,178,754
Expenses & distributions
- Benefits paid
- $12,711,567
- Administrative expenses
- $195,013
- Total expenses
- $12,955,669
- Net increase / (decrease)
- $30,223,085
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $135,013 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $60,000 | not reported in the loaded dataset | 2023 |
| Health Catalyst Inc | OTHER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Health Catalyst, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in South Jordan, UT
- Empower Annuity Insurance Company O — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Health Catalyst Inc — Schedule C compensation