Plan5500

Inspira Mental Health Management Retirement Plan — Form 5500 plan (Inspira Mental Health Management 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, Inspira Mental Health Management Retirement Plan is a benefit plan reported by Inspira Mental Health Management Inc under EIN 66-0544349 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $205,055 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Inspira Mental Health Management Inc
EIN
66-0544349
Plan number
001
Plan type
2
Location
Caguas, PR
Latest filing year
2023
Participants
141
End-of-year plan assets
$205,055

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20240925124739NAL0019826736001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$205,055
Total liabilities (EOY)
$0
Net assets (EOY)
$205,055
Net assets (BOY)
$281,350

Income & contributions

Participant contributions
$54,945
Total contributions
$54,945
Total income / additions
$87,024

Expenses & distributions

Benefits paid
$159,704
Administrative expenses
$3,615
Total expenses
$163,319
Net increase / (decrease)
-$76,295

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$3,963$1062023
Cetera Advisor Networks LLCBROKER/ADVISOR$0$1,2822023
Pension Plus IncCONTRACT ADMIN$0$1062023

Related Form 5500 pages