Health Imperatives, Inc. Retirement Savings Plan — Form 5500 plan (Health Imperatives, Inc.)
Plain-English plan 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, Health Imperatives, Inc. Retirement Savings Plan is a benefit plan reported by Health Imperatives, Inc. under EIN 04-2609177 and plan number 001. The latest loaded filing year is 2023. The filing reports 320 participants and $8,398,415 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Health Imperatives, Inc.
- EIN
- 04-2609177
- Plan number
- 001
- Plan type
- 2
- Location
- Brockton, MA
- Latest filing year
- 2023
- Participants
- 320
- End-of-year plan assets
- $8,398,415
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 320 | H, C | 20250320111253NAL0011151328001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,398,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,398,415
- Net assets (BOY)
- $7,488,959
Income & contributions
- Employer contributions
- $66,538
- Participant contributions
- $427,453
- Total contributions
- $494,293
- Total income / additions
- $1,478,174
Expenses & distributions
- Benefits paid
- $541,095
- Administrative expenses
- $20,675
- Total expenses
- $568,718
- Net increase / (decrease)
- $909,456
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,536 | not reported in the loaded dataset | 2023 |
| Lpl Financial Corporation | BROKER/ADVISOR | $0 | $15,294 | 2023 |
| Rockland Trust | INVESTMENT ADVISOR | $6,328 | not reported in the loaded dataset | 2023 |
| Angell Pension Group | THIRD PARTY ADMINISTRATO | $200 | $3,791 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Health Imperatives, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Brockton, MA
- Empower Annuity Insurance Company O — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- Rockland Trust — Schedule C compensation
- Angell Pension Group — Schedule C compensation