Zelis Healthcare 401(K) Retirement Plan — Form 5500 plan (Zelis Healthcare, 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, Zelis Healthcare 401(K) Retirement Plan is a benefit plan reported by Zelis Healthcare, LLC under EIN 58-2167964 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,200 participants and $134,936,030 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zelis Healthcare, LLC
EIN
58-2167964
Plan number
001
Plan type
2
Location
Morristown, NJ
Latest filing year
2023
Participants
2,200
End-of-year plan assets
$134,936,030

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,200H, C20241015113824NAL0014504611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$134,936,030
Total liabilities (EOY)
$0
Net assets (EOY)
$134,936,030
Net assets (BOY)
$86,841,012

Income & contributions

Employer contributions
$8,201,549
Participant contributions
$16,126,925
Total contributions
$29,341,685
Total income / additions
$47,855,473

Expenses & distributions

Benefits paid
$9,943,820
Administrative expenses
$230,189
Total expenses
$10,174,009
Net increase / (decrease)
$37,681,464

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$189,485$02023
Cvags, LLCINVESTMENT ADVISOR$49,990not reported in the loaded dataset2023
Resource Advisory LLCOTHER$14,265not reported in the loaded dataset2023

Related Form 5500 pages