Better Health Retirement Plan — Form 5500 plan (Better Health Group 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, Better Health Retirement Plan is a benefit plan reported by Better Health Group Services, Inc. under EIN 87-3709729 and plan number 002. The latest loaded filing year is 2023. The filing reports 588 participants and $20,450,863 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Better Health Group Services, Inc.
EIN
87-3709729
Plan number
002
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
588
End-of-year plan assets
$20,450,863

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023588H, C20241112104824NAL0015994033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,450,863
Total liabilities (EOY)
$80,289
Net assets (EOY)
$20,370,574
Net assets (BOY)
$9,955,597

Income & contributions

Employer contributions
$1,219,058
Participant contributions
$2,760,076
Total contributions
$8,722,739
Total income / additions
$11,188,720

Expenses & distributions

Benefits paid
$714,571
Administrative expenses
$59,172
Total expenses
$773,743
Net increase / (decrease)
$10,414,977

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance CorpNONE$63,080not reported in the loaded dataset2023
InvstNONE$18,499not reported in the loaded dataset2023
Charles Schwab BankNONE$2,929$02023

Related Form 5500 pages