Institute For Healthcare Improvement 401(K) Profit Sharing Plan — Form 5500 plan (Institute For Healthcare Improvement)
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, Institute For Healthcare Improvement 401(K) Profit Sharing Plan is a benefit plan reported by Institute For Healthcare Improvement under EIN 38-3017223 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $27,334,152 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Institute For Healthcare Improvement
- EIN
- 38-3017223
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $27,334,152
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20241014060858NAL0012928675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,334,152
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,334,152
- Net assets (BOY)
- $22,965,788
Income & contributions
- Employer contributions
- $421,267
- Participant contributions
- $1,986,647
- Total contributions
- $2,477,350
- Total income / additions
- $6,809,078
Expenses & distributions
- Benefits paid
- $2,361,843
- Administrative expenses
- $78,871
- Total expenses
- $2,440,714
- Net increase / (decrease)
- $4,368,364
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $35,324 | $0 | 2023 |
| Lpl Financial LLC | ADVISOR | $24,737 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer | ACCOUNTANT/AUDITOR | $14,470 | not reported in the loaded dataset | 2023 |