2023 Form 5500 filing — Envoy 401(K) 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 20250130111555NAL0001676738001) for Envoy 401(K) Plan, reported by Envoy Global, Inc. under EIN 36-4319710 and plan number 001. It reports 571 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20MReported net assets$19,972,640

Participants571

Provider compensation$69.1K3 Schedule C row(s)$69,065

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250130111555NAL0001676738001
Plan sponsor: Envoy Global, Inc.
EIN: 36-4319710
Plan number: 001
Location: Chicago, IL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$20M total assets

Net assets$20MLiabilities$0

Money in vs. money out

Total income / additions$9.9M

Total expenses$1.5M

Benefits paid / distributions$1.4M

Contributions

Employer$535K

Participant$2.8M

Full reported line items

Total assets (EOY): $19,972,640
Total liabilities (EOY): $0
Net assets (EOY): $19,972,640
Employer contributions: $534,983
Participant contributions: $2,797,278
Total income / additions: $9,862,544
Benefits paid: $1,388,303
Administrative expenses: $69,054
Total expenses: $1,457,357
Net increase / (decrease): $8,405,187

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$49.1K
CONTRACT ADMINISTRATOR · Direct $49.1K · Indirect $0
2
Mma Securities LLC$20K
INVESTMENT ADVISORY · Direct $20K · Indirect $22
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250130111555NAL0001676738001 cover?: It is the 2023 Form 5500 filing for Envoy 401(K) Plan, reported by Envoy Global, Inc. (EIN 36-4319710).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).