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Original filing (PDF)20241120143117NAL0002103651001
HEALTHSMART BENEFITS MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
HEALTHSMART BENEFITS MANAGEMENT, LLC 401(K) RETIREMENT BENEFIT PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTHSMART BENEFITS MANAGEMENT, LLC.
Plan sponsor
Name
HEALTHSMART BENEFITS MANAGEMENT, LLC
EIN
27-1300475
Address
1 HEALTH DRIVE · MN103-0300 · EDEN PRAIRIE, MN · 55344
Phone
(952) 936-1300
Industry
Finance & Insurancesee all
Plan administrator
Name
UNITEDHEALTH GROUP EMPLOYEE BENEFITS PLANS ADMINISTRATIVE COMMITTE
EIN
41-1321939
City
EDEN PRAIRIE, MN
Phone
(952) 936-1300
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2024-01-01
Tax period
2024-05-17
Filed
2024-11-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $51K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY VIRCHOW KRAUSE, LLP | — | NEW CASTLE, PA | AUDITOR | $24K | — |
| NFP RETIREMENT, INC. | — | ALISO, CA | ACCOUNTANT | $2K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.