2023 Form 5500 filing — Integritus Healthcare Retirement Savings 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 20240911111243NAL0015763490001) for Integritus Healthcare Retirement Savings Plan, reported by Integritus Healthcare under EIN 04-3030633 and plan number 001. It reports 2,326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911111243NAL0015763490001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Integritus Healthcare
- EIN
- 04-3030633
- Plan number
- 001
- Location
- Pittsfield, MA
- Participants
- 2,326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,887,931
- Net assets (EOY)
- $25,887,931
- Employer contributions
- $344,740
- Participant contributions
- $3,332,716
- Total income / additions
- $7,672,361
- Benefits paid
- $3,118,524
- Administrative expenses
- $160,519
- Total expenses
- $3,334,718
- Net increase / (decrease)
- $4,337,643
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $89,269 | $0 |
| Capfinancial Partners LLC | ADVISOR | $71,250 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |