2023 Form 5500 filing — Innovive Health 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 20241015091247NAL0014293203001) for Innovive Health 401(K) Plan, reported by Innovive Health Of Massachusetts, LLC under EIN 11-3731600 and plan number 001. It reports 749 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091247NAL0014293203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Innovive Health Of Massachusetts, LLC
- EIN
- 11-3731600
- Plan number
- 001
- Location
- Medford, MA
- Participants
- 749
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,587,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,587,111
- Employer contributions
- $190,893
- Participant contributions
- $1,436,784
- Total income / additions
- $3,630,374
- Benefits paid
- $1,078,083
- Administrative expenses
- $74,073
- Total expenses
- $1,152,156
- Net increase / (decrease)
- $2,478,218
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $24,186 | $0 |
| Smith Brothers Financial LLC | INVESTMENT ADVISOR | $21,381 | not reported in the loaded dataset |
| Pension Consultants Inc | CONTRACT ADMIN | $14,688 | $350 |
| Transamerica Retirement Solutions | RECORDKEEPER | $8,275 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $6,849 | not reported in the loaded dataset |