Managepoint — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Managepoint (EIN 20-8027370) is a plan sponsor located in Indianopolis, IN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-8027370
Location
Indianopolis, IN
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$16,659,902
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$16,659,902

Contributions & income

Employer contributions
$364,825
Participant contributions
$1,619,558
Total income / additions
$4,251,050

Expenses & distributions

Benefits paid / distributions
$2,318,172
Total expenses
$2,467,075
Net increase / (decrease)
$1,783,975

Coverage

Total reported participants
875
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Managepoint plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Managepoint Retirement Plan001875$16,659,9022023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Managepoint
YearPlanParticipantsSchedulesFiling
2023Managepoint Retirement Plan875H, C20240919111216NAL0008145776001

Related Form 5500 pages