Invision Human Services Retirement Plan — Form 5500 plan (Invision Human Services)
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, Invision Human Services Retirement Plan is a benefit plan reported by Invision Human Services under EIN 27-2934090 and plan number 001. The latest loaded filing year is 2023. The filing reports 537 participants and $15,868,311 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Invision Human Services
- EIN
- 27-2934090
- Plan number
- 001
- Plan type
- 2
- Location
- Wexford, PA
- Latest filing year
- 2023
- Participants
- 537
- End-of-year plan assets
- $15,868,311
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 537 | H, C | 20250415151556NAL0001506547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,868,311
- Net assets (EOY)
- $15,868,311
- Net assets (BOY)
- $14,136,535
Income & contributions
- Employer contributions
- $967,230
- Participant contributions
- $1,508,591
- Total contributions
- $2,674,621
- Total income / additions
- $4,501,524
Expenses & distributions
- Benefits paid
- $2,467,360
- Administrative expenses
- $97,036
- Total expenses
- $2,769,748
- Net increase / (decrease)
- $1,731,776
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Copany | CONTRACT ADMINISTRATOR | $107,255 | $0 | 2023 |
| Definiti LLC | CONTRACT ADMINISTRATOR | $38,563 | $6,849 | 2023 |
| Global Retirement Partners LLC | INVESTMENT AD VISORY | $0 | $40,309 | 2023 |