2023 Form 5500 filing — Invacare Retirement Savings 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 20241015153536NAL0016771091001) for Invacare Retirement Savings Plan, reported by Invacare Corporation under EIN 95-2680965 and plan number 005. It reports 1,417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153536NAL0016771091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Invacare Corporation
- EIN
- 95-2680965
- Plan number
- 005
- Location
- Elyria, OH
- Participants
- 1,417
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $141,936,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $141,936,800
- Employer contributions
- $720,199
- Participant contributions
- $2,923,550
- Total income / additions
- $31,390,985
- Benefits paid
- $32,087,880
- Administrative expenses
- $154,199
- Total expenses
- $32,271,696
- Net increase / (decrease)
- -$880,711
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $82,818 | $0 |
| Clearstead Advisors LLC | CONSULTANT | $51,500 | not reported in the loaded dataset |
| Strategic Advisors Inc | ADVISOR | $19,881 | not reported in the loaded dataset |