Plan5500

4leaf, Inc. Health Plan — Form 5500 plan (4leaf, 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, 4leaf, Inc. Health Plan is a benefit plan reported by 4leaf, Inc. under EIN 94-3393574 and plan number 501. The latest loaded filing year is 2023. The filing reports 55 participants and $2,740 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
4leaf, Inc.
EIN
94-3393574
Plan number
501
Plan type
2
Location
Pleasanton, CA
Latest filing year
2023
Participants
55
End-of-year plan assets
$2,740

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202355I, C20240613134717NAL0030590465001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,740
Total liabilities (EOY)
$87,527
Net assets (EOY)
-$84,787
Net assets (BOY)
-$24,765

Income & contributions

Employer contributions
$348,903
Participant contributions
$556,365
Total income / additions
$905,719

Expenses & distributions

Benefits paid
$559,029
Administrative expenses
$27,326
Total expenses
$965,741
Net increase / (decrease)
-$60,022

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kbi BenefitsBROKER$40,250not reported in the loaded dataset2023
Meritain HealthCARRIER$27,326not reported in the loaded dataset2023
The Benecon GroupBROKER$15,271not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$4,315not reported in the loaded dataset2023

Related Form 5500 pages