2023 Form 5500 filing — Regency Integrated Health Services 401(K) 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 20241015080601NAL0015968611001) for Regency Integrated Health Services 401(K) Plan, reported by Regency Integrated Health Services under EIN 61-1777043 and plan number 001. It reports 7,378 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015080601NAL0015968611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regency Integrated Health Services
- EIN
- 61-1777043
- Plan number
- 001
- Location
- Victoria, TX
- Participants
- 7,378
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,662,727
- Total liabilities (EOY)
- $54,540
- Net assets (EOY)
- $10,608,187
- Participant contributions
- $2,161,196
- Total income / additions
- $4,440,752
- Benefits paid
- $932,750
- Administrative expenses
- $30,266
- Total expenses
- $1,017,556
- Net increase / (decrease)
- $3,423,196
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| M2b Retirement Consulting, LLC | TPA | $16,631 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $16,631 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |