Health First Retirement Savings Plan — Form 5500 plan (Health First Shared Services, Inc.)
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, Health First Retirement Savings Plan is a benefit plan reported by Health First Shared Services, Inc. under EIN 59-3336894 and plan number 005. The latest loaded filing year is 2023. The filing reports 10,972 participants and $809,780,379 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Health First Shared Services, Inc.
- EIN
- 59-3336894
- Plan number
- 005
- Plan type
- 2
- Location
- Melbourne, FL
- Latest filing year
- 2023
- Participants
- 10,972
- End-of-year plan assets
- $809,780,379
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,972 | H, C | 20240923194044NAL0021231184001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $809,780,379
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $809,780,379
- Net assets (BOY)
- $691,681,493
Income & contributions
- Employer contributions
- $12,148,694
- Participant contributions
- $42,222,178
- Total contributions
- $58,124,225
- Total income / additions
- $184,968,113
Expenses & distributions
- Benefits paid
- $66,034,914
- Administrative expenses
- $834,313
- Total expenses
- $66,869,227
- Net increase / (decrease)
- $118,098,886
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $741,904 | $107,172 | 2023 |
| Charles Schwab Trust Bank | NONE | $102 | $107,172 | 2023 |
| Firstwave Financial | NONE | $70,359 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,255 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Health First Shared Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Melbourne, FL
- Milliman, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Firstwave Financial — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation