Bamboo Health 401(K) Savings Plan — Form 5500 plan (Bamboo Health, 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, Bamboo Health 401(K) Savings Plan is a benefit plan reported by Bamboo Health, Inc. under EIN 46-3708737 and plan number 001. The latest loaded filing year is 2023. The filing reports 906 participants and $42,542,243 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bamboo Health, Inc.
EIN
46-3708737
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
906
End-of-year plan assets
$42,542,243

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023906H, C20250108110035NAL0011036289001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,542,243
Total liabilities (EOY)
$0
Net assets (EOY)
$42,542,243
Net assets (BOY)
$49,663,013

Income & contributions

Employer contributions
$2,099,551
Participant contributions
$4,906,816
Total contributions
$7,491,347
Total income / additions
$15,693,112

Expenses & distributions

Benefits paid
$8,753,063
Administrative expenses
$74,370
Total expenses
$8,933,146
Net increase / (decrease)
$6,759,966

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Robert W Baird & CoADVISOR$73,815not reported in the loaded dataset2023
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$555$02023

Related Form 5500 pages