2023 Form 5500 filing — Invision Human Services 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 20250415151556NAL0001506547001) for Invision Human Services Retirement Plan, reported by Invision Human Services under EIN 27-2934090 and plan number 001. It reports 537 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415151556NAL0001506547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Invision Human Services
- EIN
- 27-2934090
- Plan number
- 001
- Location
- Wexford, PA
- Participants
- 537
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,868,311
- Net assets (EOY)
- $15,868,311
- Employer contributions
- $967,230
- Participant contributions
- $1,508,591
- Total income / additions
- $4,501,524
- Benefits paid
- $2,467,360
- Administrative expenses
- $97,036
- Total expenses
- $2,769,748
- Net increase / (decrease)
- $1,731,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Copany | CONTRACT ADMINISTRATOR | $107,255 | $0 |
| Definiti LLC | CONTRACT ADMINISTRATOR | $38,563 | $6,849 |
| Global Retirement Partners LLC | INVESTMENT AD VISORY | $0 | $40,309 |