Option Care Health 401(K) Plan — Form 5500 plan (Option Care Health, 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, Option Care Health 401(K) Plan is a benefit plan reported by Option Care Health, Inc. under EIN 68-0208702 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,608 participants and $353,409,263 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Option Care Health, Inc.
- EIN
- 68-0208702
- Plan number
- 001
- Plan type
- 2
- Location
- Bannockburn, IL
- Latest filing year
- 2023
- Participants
- 8,608
- End-of-year plan assets
- $353,409,263
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,608 | H, C | 20241011115642NAL0044205250001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $353,409,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $353,409,263
- Net assets (BOY)
- $292,714,532
Income & contributions
- Employer contributions
- $12,050,926
- Participant contributions
- $29,162,233
- Total contributions
- $47,222,958
- Total income / additions
- $100,760,656
Expenses & distributions
- Benefits paid
- $39,330,734
- Administrative expenses
- $462,360
- Total expenses
- $40,065,925
- Net increase / (decrease)
- $60,694,731
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $416,770 | $0 | 2023 |
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $44,990 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co LLC | OTHER | $600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Option Care Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Bannockburn, IL
- Empower Annuity Insurance Company O — Schedule C compensation
- Intellicents Investment Solutions I — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation