Healthpoint 403(B) Savings Plan — Form 5500 plan (Healthpoint)

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, Healthpoint 403(B) Savings Plan is a benefit plan reported by Healthpoint under EIN 91-0884412 and plan number 002. The latest loaded filing year is 2023. The filing reports 403 participants and $26,989,076 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Healthpoint
EIN
91-0884412
Plan number
002
Plan type
2
Location
Renton, WA
Latest filing year
2023
Participants
403
End-of-year plan assets
$26,989,076

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023403H, C20241007163153NAL0031455218001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,989,076
Total liabilities (EOY)
$0
Net assets (EOY)
$26,989,076
Net assets (BOY)
$18,948,132

Income & contributions

Employer contributions
$612,709
Participant contributions
$4,229,004
Total contributions
$5,782,514
Total income / additions
$9,578,429

Expenses & distributions

Benefits paid
$1,488,543
Administrative expenses
$48,942
Total expenses
$1,537,485
Net increase / (decrease)
$8,040,944

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bac Capital Advisors, LLCNONE$46,302not reported in the loaded dataset2023
Benefit Administration Company, LLCNONE$7,860not reported in the loaded dataset2023

Related Form 5500 pages