2023 Form 5500 filing — Managepoint 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 20240919111216NAL0008145776001) for Managepoint Retirement Plan, reported by Managepoint under EIN 20-8027370 and plan number 001. It reports 875 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919111216NAL0008145776001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Managepoint
- EIN
- 20-8027370
- Plan number
- 001
- Location
- Indianopolis, IN
- Participants
- 875
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,659,902
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,659,902
- Employer contributions
- $364,825
- Participant contributions
- $1,619,558
- Total income / additions
- $4,251,050
- Benefits paid
- $2,318,172
- Administrative expenses
- $136,675
- Total expenses
- $2,467,075
- Net increase / (decrease)
- $1,783,975
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slavic Integrated Administration | TPA | $88,428 | not reported in the loaded dataset |
| Managepoint | PLAN ADMINISTRATOR | $26,486 | not reported in the loaded dataset |
| Slavic Mutual Fund Management | INVESTMENT MANAGEMENT | $21,761 | not reported in the loaded dataset |