Strategic Health Partners, Inc. 401(K) Plan — Form 5500 plan (Strategic Health Partners, 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, Strategic Health Partners, Inc. 401(K) Plan is a benefit plan reported by Strategic Health Partners, Inc. under EIN 88-3975274 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $19,406,384 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Strategic Health Partners, Inc.
EIN
88-3975274
Plan number
001
Plan type
2
Location
Kennesaw, GA
Latest filing year
2023
Participants
188
End-of-year plan assets
$19,406,384

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023188H, C20241015093237NAL0055376914001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,406,384
Total liabilities (EOY)
$9,364
Net assets (EOY)
$19,397,020
Net assets (BOY)
$12,476,635

Income & contributions

Employer contributions
$1,113,687
Participant contributions
$1,748,222
Total contributions
$6,171,734
Total income / additions
$8,859,850

Expenses & distributions

Benefits paid
$1,916,355
Administrative expenses
$23,110
Total expenses
$1,939,465
Net increase / (decrease)
$6,920,385

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$23,106$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages