How many benefit plans does Innovance, Inc. report on Form 5500?

Innovance, Inc. (EIN 41-0980946) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Innovance, Inc.?

The Employer Identification Number (EIN) reported for Innovance, Inc. is 41-0980946.

What is the latest Form 5500 filing year for Innovance, Inc.?

The latest loaded Form 5500 filing year for Innovance, Inc. is 2023.

Innovance, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Innovance, Inc. (EIN 41-0980946) is a plan sponsor located in Albert Lea, MN with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 41-0980946
Location: Albert Lea, MN
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $85,673,019
Total reported liabilities (EOY): $3,396,742
Total reported net assets (EOY): $82,276,277

Contributions & income

Employer contributions: $591,356
Participant contributions: $1,339,810
Total income / additions: $15,954,049

Expenses & distributions

Benefits paid / distributions: $11,902,656
Total expenses: $12,160,154
Net increase / (decrease): $3,793,895

Coverage

Total reported participants: 1,360
Plans with financial statements: 2
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Innovance, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Innovance, Inc. Employee Stock Ownership Plan And Trust	001	435	$54,820,265	2023
Innovance, Inc. 401(K) Plan	002	481	$30,852,754	2023
Innovance, Inc. Employee Benefit Plan	501	444	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Innovance, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Innovance, Inc. Employee Benefit Plan	444	—	20240530065347NAL0013064801001
2023	Innovance, Inc. 401(K) Plan	481	H, C	20240930085445NAL0009092544001
2023	Innovance, Inc. Employee Stock Ownership Plan And Trust	435	H	20241009114453NAL0018241601001