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| Plan Name | THE CONSULT, INC. HEALTH AND WELFARE PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | ALVEO HEALTH LLC FKA THE CONSULT |
| Employer identification number (EIN): | 311237647 |
| NAIC Classification: | 541600 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2023-05-01 | MATT APPENZELLER | 2024-11-29 | ||
| 501 | 2022-05-01 | MATT APPENZELLER | 2023-11-28 | ||
| 501 | 2021-05-01 | MATT APPENZELLER | 2022-11-29 | ||
| 501 | 2020-05-01 | MATT APPENZELLER | 2021-11-23 | ||
| 501 | 2019-05-01 | MATT APPENZELLER | 2020-11-06 | ||
| 501 | 2018-05-01 | MATT APPENZELLER | 2019-11-13 | ||
| 501 | 2016-01-01 | ||||
| 501 | 2015-01-01 | JEFF LONEY |
| Measure | Date | Value |
|---|---|---|
| 2024: THE CONSULT, INC. HEALTH AND WELFARE PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-11-29 | 4 |
| Total number of particpants at end of year | 2024-11-29 | 3 |
| 2016: THE CONSULT, INC. HEALTH AND WELFARE PLAN 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-01-01 | 114 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 24 |
| 2015: THE CONSULT, INC. HEALTH AND WELFARE PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 114 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 114 |
| Measure | Date | Value |
|---|---|---|
| 2024 : THE CONSULT, INC. HEALTH AND WELFARE PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-11-29 | 14164 |
| Total liabilities as of the beginning of the plan year | 2024-11-29 | 16046 |
| Total expenses incurred by plan in this plan year | 2024-11-29 | 42217 |
| Net assets as of the end of the plan year | 2024-11-29 | 20758 |
| Total assets as of the beginning of the plan year | 2024-11-29 | 21360 |
| Value of plan covered by a fidelity bond | 2024-11-29 | 1000000 |
| Participant contributions to plan in this plan year | 2024-11-29 | 16874 |
| Other expenses paid from plan in this plan year | 2024-11-29 | 0 |
| Other contributions to plan in this plan year | 2024-11-29 | 0 |
| Other income to plan in this plan year | 2024-11-29 | 1312 |
| Plan net income in this plan year | 2024-11-29 | 1280 |
| Net assets as of the end of the plan year | 2024-11-29 | 6594 |
| Net assets as of the beginning of the plan year | 2024-11-29 | 5314 |
| Employer contributions to plan in this plan year | 2024-11-29 | 25311 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-29 | 2748 |
| 2016: THE CONSULT, INC. HEALTH AND WELFARE PLAN 2016 form 5500 responses | ||
|---|---|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: THE CONSULT, INC. HEALTH AND WELFARE PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | 10200533-0000 |
| Policy instance | 1 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | 10200534-00000 |
| Policy instance | 2 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |
| Policy contract number | 10200535-00000 |
| Policy instance | 3 |
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