Pursue Health LLC Retirement Savings Plan — Form 5500 plan (Pursue 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, Pursue Health LLC Retirement Savings Plan is a benefit plan reported by Pursue Health LLC under EIN 46-4762423 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,469 participants and $14,018,035 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pursue Health LLC
EIN
46-4762423
Plan number
001
Plan type
2
Location
Irvine, CA
Latest filing year
2023
Participants
2,469
End-of-year plan assets
$14,018,035

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,469H, C20240816075217NAL0029931042001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,018,035
Total liabilities (EOY)
$48
Net assets (EOY)
$14,017,987
Net assets (BOY)
$10,676,819

Income & contributions

Employer contributions
$0
Participant contributions
$3,261,742
Total contributions
$3,386,706
Total income / additions
$5,218,988

Expenses & distributions

Benefits paid
$1,851,407
Administrative expenses
$23,605
Total expenses
$1,877,820
Net increase / (decrease)
$3,341,168

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$24,961$113,2702023
Lpl Financial LLCNONE$0$60,4582023

Related Form 5500 pages