Collective Health 401(K) Plan — Form 5500 plan (Collectivehealth, 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, Collective Health 401(K) Plan is a benefit plan reported by Collectivehealth, Inc under EIN 46-3985383 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,164 participants and $29,610,454 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Collectivehealth, Inc
EIN
46-3985383
Plan number
001
Plan type
2
Location
San Mateo, CA
Latest filing year
2023
Participants
1,164
End-of-year plan assets
$29,610,454

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,164H, C20240930112508NAL0010061424001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,610,454
Total liabilities (EOY)
$0
Net assets (EOY)
$29,610,454
Net assets (BOY)
$21,957,744

Income & contributions

Employer contributions
$0
Participant contributions
$5,393,795
Total contributions
$6,487,875
Total income / additions
$11,081,980

Expenses & distributions

Benefits paid
$3,332,184
Administrative expenses
$73,254
Total expenses
$3,429,270
Net increase / (decrease)
$7,652,710

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Workplace Services, LLCPLAN ADMINISTRATOR$63,308$02023
Strategic Advisors, Inc.ADVISOR$9,947not reported in the loaded dataset2023

Related Form 5500 pages