2023 Form 5500 filing — Revere Health 401k Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010100713NAL0019897297001) for Revere Health 401k Profit Sharing Plan, reported by Revere Health under EIN 87-0281028 and plan number 002. It reports 2,753 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010100713NAL0019897297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Revere Health
- EIN
- 87-0281028
- Plan number
- 002
- Location
- Provo, UT
- Participants
- 2,753
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $219,720,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $219,720,684
- Employer contributions
- $15,370,892
- Participant contributions
- $4,143,287
- Total income / additions
- $49,466,810
- Benefits paid
- $13,330,182
- Administrative expenses
- $225,625
- Total expenses
- $13,585,510
- Net increase / (decrease)
- $35,881,300
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $123,520 | $0 |
| Kestra Advisory Services LLC | NONE | $71,500 | not reported in the loaded dataset |
| Kravitz | NONE | $16,920 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $15,000 | not reported in the loaded dataset |
| Prudential Investment Management | NONE | $1,445 | $6,037 |