Plan5500

Voyage Healthcare Retirement Plan — Form 5500 plan (North Clinic, P.A. Dba Voyage 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, Voyage Healthcare Retirement Plan is a benefit plan reported by North Clinic, P.A. Dba Voyage Healthcare under EIN 41-0955922 and plan number 001. The latest loaded filing year is 2023. The filing reports 333 participants and $82,264,113 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
North Clinic, P.A. Dba Voyage Healthcare
EIN
41-0955922
Plan number
001
Plan type
2
Location
Brooklyn Park, MN
Latest filing year
2023
Participants
333
End-of-year plan assets
$82,264,113

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023333H, C20240827154227NAL0020098976001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$82,264,113
Total liabilities (EOY)
$0
Net assets (EOY)
$82,264,113
Net assets (BOY)
$76,103,116

Income & contributions

Employer contributions
$2,155,381
Participant contributions
$1,792,914
Total contributions
$4,126,099
Total income / additions
$16,888,868

Expenses & distributions

Benefits paid
$10,570,795
Administrative expenses
$149,606
Total expenses
$10,727,871
Net increase / (decrease)
$6,160,997

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial Group LLCINVESTMENT ADVISOR$81,667not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$64,304$02023
Cota Street Investment ManagementINVESTMENT MGMT$3,635not reported in the loaded dataset2023

Related Form 5500 pages