Managepoint Retirement Plan — Form 5500 plan (Managepoint)
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, Managepoint Retirement Plan is a benefit plan reported by Managepoint under EIN 20-8027370 and plan number 001. The latest loaded filing year is 2023. The filing reports 875 participants and $16,659,902 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Managepoint
- EIN
- 20-8027370
- Plan number
- 001
- Plan type
- 3
- Location
- Indianopolis, IN
- Latest filing year
- 2023
- Participants
- 875
- End-of-year plan assets
- $16,659,902
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 875 | H, C | 20240919111216NAL0008145776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,659,902
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,659,902
- Net assets (BOY)
- $14,818,220
Income & contributions
- Employer contributions
- $364,825
- Participant contributions
- $1,619,558
- Total contributions
- $2,003,764
- Total income / additions
- $4,251,050
Expenses & distributions
- Benefits paid
- $2,318,172
- Administrative expenses
- $136,675
- Total expenses
- $2,467,075
- Net increase / (decrease)
- $1,783,975
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slavic Integrated Administration | TPA | $88,428 | not reported in the loaded dataset | 2023 |
| Managepoint | PLAN ADMINISTRATOR | $26,486 | not reported in the loaded dataset | 2023 |
| Slavic Mutual Fund Management | INVESTMENT MANAGEMENT | $21,761 | not reported in the loaded dataset | 2023 |