Retirement Income Security Plan-Impact Healthcare, LLC — Form 5500 plan (Impact Healthcare, 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, Retirement Income Security Plan-Impact Healthcare, LLC is a benefit plan reported by Impact Healthcare, LLC under EIN 46-4417642 and plan number 001. The latest loaded filing year is 2023. The filing reports 648 participants and $4,088,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Impact Healthcare, LLC
- EIN
- 46-4417642
- Plan number
- 001
- Plan type
- 2
- Location
- Lehi, UT
- Latest filing year
- 2023
- Participants
- 648
- End-of-year plan assets
- $4,088,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 648 | H, C | 20241014172101NAL0013679043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,088,768
- Net assets (EOY)
- $4,088,768
- Net assets (BOY)
- $2,724,505
Income & contributions
- Employer contributions
- $66,634
- Participant contributions
- $864,093
- Total contributions
- $1,113,620
- Total income / additions
- $1,634,402
Expenses & distributions
- Benefits paid
- $239,934
- Administrative expenses
- $30,205
- Total expenses
- $270,139
- Net increase / (decrease)
- $1,364,263
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spectra Management, LLC | NONE | $13,032 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | NONE | $8,341 | not reported in the loaded dataset | 2023 |
| Healthequity Retirement Services, L | NONE | $8,145 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $688 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Impact Healthcare, LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Lehi, UT
- Spectra Management, LLC — Schedule C compensation
- Ameritas Life Insurance Corp — Schedule C compensation
- Healthequity Retirement Services, L — Schedule C compensation
- Matrix Trust Company — Schedule C compensation