Plan5500

Think Invest For Your Future — Form 5500 plan (Think Whole Person Healthcare)

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, Think Invest For Your Future is a benefit plan reported by Think Whole Person Healthcare under EIN 46-3442228 and plan number 001. The latest loaded filing year is 2023. The filing reports 455 participants and $21,456,491 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Think Whole Person Healthcare
EIN
46-3442228
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
455
End-of-year plan assets
$21,456,491

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023455H, C20241015144949NAL0016668003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,456,491
Total liabilities (EOY)
$0
Net assets (EOY)
$21,456,491
Net assets (BOY)
$19,260,431

Income & contributions

Employer contributions
$436,759
Participant contributions
$1,360,610
Total contributions
$1,858,305
Total income / additions
$4,863,562

Expenses & distributions

Benefits paid
$2,596,468
Administrative expenses
$71,034
Total expenses
$2,667,502
Net increase / (decrease)
$2,196,060

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$71,034$02023
Securities America, IncOTHER SERVICES$0$24,6402023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages