Intelycare, Inc. 401(K) Plan — Form 5500 plan (Intelycare, Inc.)
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, Intelycare, Inc. 401(K) Plan is a benefit plan reported by Intelycare, Inc. under EIN 47-2739929 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,863 participants and $10,131,569 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intelycare, Inc.
- EIN
- 47-2739929
- Plan number
- 001
- Plan type
- 2
- Location
- Quincy, MA
- Latest filing year
- 2023
- Participants
- 11,863
- End-of-year plan assets
- $10,131,569
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,863 | H, C | 20241011122607NAL0012479491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,131,569
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,131,569
- Net assets (BOY)
- $4,167,571
Income & contributions
- Employer contributions
- $1,669,142
- Participant contributions
- $3,198,227
- Total contributions
- $6,177,283
- Total income / additions
- $7,478,873
Expenses & distributions
- Benefits paid
- $1,408,843
- Administrative expenses
- $63,786
- Total expenses
- $1,514,875
- Net increase / (decrease)
- $5,963,998
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $35,560 | $0 | 2023 |
| Ameriprise Financial Services LLC | BROKER/ADVISER | $17,637 | $17,638 | 2023 |
| Compass Retirement Consulting Group | CONTRACT ADMIN | $11,100 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,829 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | -$518 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intelycare, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Quincy, MA
- Empower Annuity Insurance Company O — Schedule C compensation
- Ameriprise Financial Services LLC — Schedule C compensation
- Compass Retirement Consulting Group — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation