Changepoint Integrated Health — 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, Changepoint Integrated Health (EIN 86-0215065) is a plan sponsor located in Show Low, AZ 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
86-0215065
Location
Show Low, AZ
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,254,435
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,254,435

Contributions & income

Employer contributions
$231,223
Participant contributions
$321,382
Total income / additions
$1,312,723

Expenses & distributions

Benefits paid / distributions
$662,771
Total expenses
$668,407
Net increase / (decrease)
$644,316

Coverage

Total reported participants
308
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

Changepoint Integrated Health plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Changepoint Retirement Plan001308$5,254,4352023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Changepoint Integrated Health
YearPlanParticipantsSchedulesFiling
2023Changepoint Retirement Plan308H, C20240827153528NAL0011102385001

Related Form 5500 pages