2023 Form 5500 filing — Voyage Healthcare Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240827154227NAL0020098976001) for Voyage Healthcare Retirement Plan, reported by North Clinic, P.A. Dba Voyage Healthcare under EIN 41-0955922 and plan number 001. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827154227NAL0020098976001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- North Clinic, P.A. Dba Voyage Healthcare
- EIN
- 41-0955922
- Plan number
- 001
- Location
- Brooklyn Park, MN
- Participants
- 333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,264,113
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,264,113
- Employer contributions
- $2,155,381
- Participant contributions
- $1,792,914
- Total income / additions
- $16,888,868
- Benefits paid
- $10,570,795
- Administrative expenses
- $149,606
- Total expenses
- $10,727,871
- Net increase / (decrease)
- $6,160,997
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $81,667 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $64,304 | $0 |
| Cota Street Investment Management | INVESTMENT MGMT | $3,635 | not reported in the loaded dataset |