Us Healthvest Group 401(K) Plan — Form 5500 plan (2014 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, Us Healthvest Group 401(K) Plan is a benefit plan reported by 2014 Health, LLC under EIN 46-5717505 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,086 participants and $17,690,219 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
2014 Health, LLC
EIN
46-5717505
Plan number
001
Plan type
2
Location
Des Plaines, IL
Latest filing year
2023
Participants
2,086
End-of-year plan assets
$17,690,219

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,086H, C20241015093640NAL0029148609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,690,219
Net assets (EOY)
$17,690,219
Net assets (BOY)
$12,869,017

Income & contributions

Employer contributions
$1,496,202
Participant contributions
$2,626,858
Total contributions
$4,438,923
Total income / additions
$6,810,780

Expenses & distributions

Benefits paid
$1,825,491
Administrative expenses
$164,087
Total expenses
$1,989,578
Net increase / (decrease)
$4,821,202

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideNONE$100,991$02023
Pensionmark Financial GroupNONE$44,939$02023
Assured Partners Northeast, LLCNONE$18,149$02023

Related Form 5500 pages