Innovive Health 401(K) Plan — Form 5500 plan (Innovive Health Of Massachusetts, LLC)
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, Innovive Health 401(K) Plan is a benefit plan reported by Innovive Health Of Massachusetts, LLC under EIN 11-3731600 and plan number 001. The latest loaded filing year is 2023. The filing reports 749 participants and $11,587,111 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Innovive Health Of Massachusetts, LLC
- EIN
- 11-3731600
- Plan number
- 001
- Plan type
- 2
- Location
- Medford, MA
- Latest filing year
- 2023
- Participants
- 749
- End-of-year plan assets
- $11,587,111
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 749 | H, C | 20241015091247NAL0014293203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,587,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,587,111
- Net assets (BOY)
- $9,108,893
Income & contributions
- Employer contributions
- $190,893
- Participant contributions
- $1,436,784
- Total contributions
- $1,767,389
- Total income / additions
- $3,630,374
Expenses & distributions
- Benefits paid
- $1,078,083
- Administrative expenses
- $74,073
- Total expenses
- $1,152,156
- Net increase / (decrease)
- $2,478,218
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $24,186 | $0 | 2023 |
| Smith Brothers Financial LLC | INVESTMENT ADVISOR | $21,381 | not reported in the loaded dataset | 2023 |
| Pension Consultants Inc | CONTRACT ADMIN | $14,688 | $350 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $8,275 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $6,849 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Innovive Health Of Massachusetts, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Medford, MA
- Empower Annuity Insurance Co — Schedule C compensation
- Smith Brothers Financial LLC — Schedule C compensation
- Pension Consultants Inc — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation