2023 Form 5500 filing — Retirement Income Security Plan-Impact Healthcare, LLC
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 20241014172101NAL0013679043001) for Retirement Income Security Plan-Impact Healthcare, LLC, reported by Impact Healthcare, LLC under EIN 46-4417642 and plan number 001. It reports 648 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014172101NAL0013679043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Impact Healthcare, LLC
- EIN
- 46-4417642
- Plan number
- 001
- Location
- Lehi, UT
- Participants
- 648
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,088,768
- Net assets (EOY)
- $4,088,768
- Employer contributions
- $66,634
- Participant contributions
- $864,093
- Total income / additions
- $1,634,402
- Benefits paid
- $239,934
- Administrative expenses
- $30,205
- Total expenses
- $270,139
- Net increase / (decrease)
- $1,364,263
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectra Management, LLC | NONE | $13,032 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | NONE | $8,341 | not reported in the loaded dataset |
| Healthequity Retirement Services, L | NONE | $8,145 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $688 | $0 |