Plan5500

Convey Health Solutions 401(K) Plan — Form 5500 plan (United States Pharmaceutical Gro)

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, Convey Health Solutions 401(K) Plan is a benefit plan reported by United States Pharmaceutical Gro under EIN 65-1122695 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,448 participants and $44,637,364 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$44.6MPlan net assets, end of year$44,637,364
Participants2.4KCovered participants reported2,448
Assets / participant$18.2KComputed: assets ÷ participants$18,234 (computed)
Provider compensation$131.3K2 Schedule C provider row(s)$131,271
Plan sponsor
United States Pharmaceutical Gro
EIN
65-1122695
Plan number
001
Plan type
2
Location
Fort Lauderdale, FL
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,448 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$44.6M total assets
Net assets$44.6MLiabilities$0
Money in vs. money out
Total income / additions$14.6M
Total expenses$5.3M
Benefits paid / distributions$5.2M
Contributions
Employer$2.5M
Participant$5.1M
Full reported line items

Net assets

Total assets (EOY)
$44,637,364
Total liabilities (EOY)
$0
Net assets (EOY)
$44,637,364
Net assets (BOY)
$35,317,274

Income & contributions

Employer contributions
$2,531,917
Participant contributions
$5,098,539
Total contributions
$7,987,749
Total income / additions
$14,637,849

Expenses & distributions

Benefits paid
$5,155,516
Administrative expenses
$131,272
Total expenses
$5,317,759
Net increase / (decrease)
$9,320,090
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Sageview Advisory Group LLC$94.8K
    INVESTMENT/FINANCIAL ADVI · Direct $94.8K · Indirect $0
  2. 2
    Adp, Inc.$36.4K
    RECORD KEEPER · Direct $36.4K · Indirect $0

Related Form 5500 pages