2023 Form 5500 filing — I-Health/Revo Health 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 20241007113820NAL0008833619001) for I-Health/Revo Health Retirement Plan, reported by Infinite Health Collaborative, P.A. under EIN 41-1861374 and plan number 007. It reports 3,840 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007113820NAL0008833619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Infinite Health Collaborative, P.A.
- EIN
- 41-1861374
- Plan number
- 007
- Location
- Golden Valley, MN
- Participants
- 3,840
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $466,922,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $466,922,472
- Employer contributions
- $15,697,265
- Participant contributions
- $21,855,103
- Total income / additions
- $112,190,892
- Benefits paid
- $33,610,198
- Administrative expenses
- $380,380
- Total expenses
- $33,997,100
- Net increase / (decrease)
- $78,193,792
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvs | RETAINED BY EMPLOYER | $247,320 | $0 |
| Nfp Corporate Services (Nm), Inc. | RETAINED BY EMPLOYER | $55,000 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | AUDITOR | $18,795 | not reported in the loaded dataset |
| Fredrikson & Byron, P.A. | RETAINED BY EMPLOYER | $2,192 | not reported in the loaded dataset |