Healthequity Retirement Services Plan-Motivhealth Insurance Company — Form 5500 plan (Motivhealth Insurance Company)
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, Healthequity Retirement Services Plan-Motivhealth Insurance Company is a benefit plan reported by Motivhealth Insurance Company under EIN 47-3906935 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $3,773,474 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Motivhealth Insurance Company
- EIN
- 47-3906935
- Plan number
- 001
- Plan type
- 2
- Location
- South Jordan, UT
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $3,773,474
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20241014172849NAL0013688275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,773,474
- Total liabilities (EOY)
- $2,314
- Net assets (EOY)
- $3,771,160
- Net assets (BOY)
- $2,753,218
Income & contributions
- Employer contributions
- $349,064
- Participant contributions
- $660,596
- Total contributions
- $1,015,680
- Total income / additions
- $1,546,238
Expenses & distributions
- Benefits paid
- $507,104
- Administrative expenses
- $21,192
- Total expenses
- $528,296
- Net increase / (decrease)
- $1,017,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $12,090 | not reported in the loaded dataset | 2023 |
| Healthequity Retirement Services, L | NONE | $7,807 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $670 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Motivhealth Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in South Jordan, UT
- Ameritas Life Insurance Corp — Schedule C compensation
- Healthequity Retirement Services, L — Schedule C compensation
- Matrix Trust Company — Schedule C compensation