Regency Integrated Health Services 401(K) Plan — Form 5500 plan (Regency Integrated Health 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, Regency Integrated Health Services 401(K) Plan is a benefit plan reported by Regency Integrated Health Services under EIN 61-1777043 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,378 participants and $10,662,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Regency Integrated Health Services
- EIN
- 61-1777043
- Plan number
- 001
- Plan type
- 2
- Location
- Victoria, TX
- Latest filing year
- 2023
- Participants
- 7,378
- End-of-year plan assets
- $10,662,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,378 | H, C | 20241015080601NAL0015968611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,662,727
- Total liabilities (EOY)
- $54,540
- Net assets (EOY)
- $10,608,187
- Net assets (BOY)
- $7,303,226
Income & contributions
- Participant contributions
- $2,161,196
- Total contributions
- $3,137,408
- Total income / additions
- $4,440,752
Expenses & distributions
- Benefits paid
- $932,750
- Administrative expenses
- $30,266
- Total expenses
- $1,017,556
- Net increase / (decrease)
- $3,423,196
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| M2b Retirement Consulting, LLC | TPA | $16,631 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $16,631 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Regency Integrated Health Services
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Victoria, TX
- M2b Retirement Consulting, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation