Accanto Health, LLC 401(K) Plan — Form 5500 plan (Accanto Health, LLC)
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, Accanto Health, LLC 401(K) Plan is a benefit plan reported by Accanto Health, LLC under EIN 45-4471717 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,849 participants and $35,300,733 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Accanto Health, LLC
- EIN
- 45-4471717
- Plan number
- 002
- Plan type
- 2
- Location
- Saint Paul, MN
- Latest filing year
- 2023
- Participants
- 1,849
- End-of-year plan assets
- $35,300,733
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,849 | H, C | 20241112084736NAL0026161792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,300,733
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,300,733
- Net assets (BOY)
- $18,721,028
Income & contributions
- Employer contributions
- $1,007,566
- Participant contributions
- $4,538,462
- Total contributions
- $6,743,912
- Total income / additions
- $11,319,002
Expenses & distributions
- Benefits paid
- $3,209,158
- Administrative expenses
- $143,710
- Total expenses
- $3,376,745
- Net increase / (decrease)
- $7,942,257
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $143,710 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $30,000 | $38,870 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Accanto Health, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Saint Paul, MN
- Principal Life Insurance Company — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation