I-Health/Revo Health Retirement Plan — Form 5500 plan (Infinite Health Collaborative, P.A.)
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, I-Health/Revo Health Retirement Plan is a benefit plan reported by Infinite Health Collaborative, P.A. under EIN 41-1861374 and plan number 007. The latest loaded filing year is 2023. The filing reports 3,840 participants and $466,922,472 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Infinite Health Collaborative, P.A.
- EIN
- 41-1861374
- Plan number
- 007
- Plan type
- 2
- Location
- Golden Valley, MN
- Latest filing year
- 2023
- Participants
- 3,840
- End-of-year plan assets
- $466,922,472
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,840 | H, C | 20241007113820NAL0008833619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $466,922,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $466,922,472
- Net assets (BOY)
- $388,728,680
Income & contributions
- Employer contributions
- $15,697,265
- Participant contributions
- $21,855,103
- Total contributions
- $41,666,437
- Total income / additions
- $112,190,892
Expenses & distributions
- Benefits paid
- $33,610,198
- Administrative expenses
- $380,380
- Total expenses
- $33,997,100
- Net increase / (decrease)
- $78,193,792
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Srvs | RETAINED BY EMPLOYER | $247,320 | $0 | 2023 |
| Nfp Corporate Services (Nm), Inc. | RETAINED BY EMPLOYER | $55,000 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | AUDITOR | $18,795 | not reported in the loaded dataset | 2023 |
| Fredrikson & Byron, P.A. | RETAINED BY EMPLOYER | $2,192 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Infinite Health Collaborative, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Golden Valley, MN
- John Hancock Retirement Plan Srvs — Schedule C compensation
- Nfp Corporate Services (Nm), Inc. — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Fredrikson & Byron, P.A. — Schedule C compensation