Innovage 401(K) Plan — Form 5500 plan (Total Longterm Care Solutions, LLC)

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, Innovage 401(K) Plan is a benefit plan reported by Total Longterm Care Solutions, LLC under EIN 37-1547964 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,639 participants and $69,523,833 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$69.5MPlan net assets, end of year$69,523,833
Participants2.6KCovered participants reported2,639
Assets / participant$26.3KComputed: assets ÷ participants$26,345 (computed)
Provider compensation$136.2K1 Schedule C provider row(s)$136,238
Plan sponsor
Total Longterm Care Solutions, LLC
EIN
37-1547964
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,639H, C20250402123254NAL0008626929001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$69.5M total assets
Net assets$69.5MLiabilities$0
Money in vs. money out
Total income / additions$25M
Total expenses$10.8M
Benefits paid / distributions$10.6M
Contributions
Employer$2.5M
Participant$10.7M
Full reported line items

Net assets

Total assets (EOY)
$69,523,833
Total liabilities (EOY)
$0
Net assets (EOY)
$69,523,833
Net assets (BOY)
$55,326,143

Income & contributions

Employer contributions
$2,479,283
Participant contributions
$10,667,860
Total contributions
$15,100,724
Total income / additions
$24,980,530

Expenses & distributions

Benefits paid
$10,648,152
Administrative expenses
$136,238
Total expenses
$10,782,840
Net increase / (decrease)
$14,197,690
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 19%Participant 81%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$136,238$02023

Related Form 5500 pages