Original filing (PDF)20231013120653NAL0044903088001

CHOSEN HEALTHCARE, LLC

Name: CHOSEN HEALTHCARE, LLC — CHC-HTC 401(K) PLAN, Form 5500 (2022)
Creator: CHOSEN HEALTHCARE, LLC

Form 5500

FILING_RECEIVED

CHC-HTC 401(K) PLAN

401(k) retirement plan

Signals · 2

No ERISA fidelity bondCorrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHOSEN HEALTHCARE, LLC.

Plan sponsor

Name

CHOSEN HEALTHCARE, LLC

EIN

47-1634888

Address

PO BOX 191310 · SAINT LOUIS, MO · 631197310

Phone

(317) 947-0233

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$2K	—

Investments

1 pooled fund· $1.0M(95% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000	Common Collective Trust	$1.0M	94.8%

1–1 of 1

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