Compass Health Brands 401(K) Retirement Plan — Form 5500 plan (Compass Health Brands Corp)
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, Compass Health Brands 401(K) Retirement Plan is a benefit plan reported by Compass Health Brands Corp under EIN 46-5147385 and plan number 001. The latest loaded filing year is 2023. The filing reports 404 participants and $11,285,478 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Compass Health Brands Corp
- EIN
- 46-5147385
- Plan number
- 001
- Plan type
- 2
- Location
- Middleburg Heights, OH
- Latest filing year
- 2023
- Participants
- 404
- End-of-year plan assets
- $11,285,478
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 404 | H, C | 20241011112512NAL0021754561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,285,478
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,285,478
- Net assets (BOY)
- $9,410,001
Income & contributions
- Employer contributions
- $264,206
- Participant contributions
- $784,433
- Total contributions
- $1,075,230
- Total income / additions
- $2,780,910
Expenses & distributions
- Benefits paid
- $889,241
- Administrative expenses
- $13,852
- Total expenses
- $905,433
- Net increase / (decrease)
- $1,875,477
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance | SERVICE PROVIDER | $0 | $30,483 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $12,651 | $0 | 2023 |