2023 Form 5500 filing — Health Imperatives, Inc. Retirement Savings 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 20250320111253NAL0011151328001) for Health Imperatives, Inc. Retirement Savings Plan, reported by Health Imperatives, Inc. under EIN 04-2609177 and plan number 001. It reports 320 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250320111253NAL0011151328001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Health Imperatives, Inc.
- EIN
- 04-2609177
- Plan number
- 001
- Location
- Brockton, MA
- Participants
- 320
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,398,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,398,415
- Employer contributions
- $66,538
- Participant contributions
- $427,453
- Total income / additions
- $1,478,174
- Benefits paid
- $541,095
- Administrative expenses
- $20,675
- Total expenses
- $568,718
- Net increase / (decrease)
- $909,456
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,536 | not reported in the loaded dataset |
| Lpl Financial Corporation | BROKER/ADVISOR | $0 | $15,294 |
| Rockland Trust | INVESTMENT ADVISOR | $6,328 | not reported in the loaded dataset |
| Angell Pension Group | THIRD PARTY ADMINISTRATO | $200 | $3,791 |