Integritus Healthcare Retirement Savings Plan — Form 5500 plan (Integritus Healthcare)
Plain-English plan 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, Integritus Healthcare Retirement Savings Plan is a benefit plan reported by Integritus Healthcare under EIN 04-3030633 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,326 participants and $25,887,931 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Integritus Healthcare
- EIN
- 04-3030633
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsfield, MA
- Latest filing year
- 2023
- Participants
- 2,326
- End-of-year plan assets
- $25,887,931
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,326 | H, C | 20240911111243NAL0015763490001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,887,931
- Net assets (EOY)
- $25,887,931
- Net assets (BOY)
- $21,550,288
Income & contributions
- Employer contributions
- $344,740
- Participant contributions
- $3,332,716
- Total contributions
- $4,109,309
- Total income / additions
- $7,672,361
Expenses & distributions
- Benefits paid
- $3,118,524
- Administrative expenses
- $160,519
- Total expenses
- $3,334,718
- Net increase / (decrease)
- $4,337,643
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $89,269 | $0 | 2023 |
| Capfinancial Partners LLC | ADVISOR | $71,250 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Integritus Healthcare
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Pittsfield, MA
- Transamerica Retirement Solutions — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- National Financial Services — Schedule C compensation