Envoy Solutions Retirement Savings Plan — Form 5500 plan (Envoy 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, Envoy Solutions Retirement Savings Plan is a benefit plan reported by Envoy Solutions, LLC under EIN 85-0978372 and plan number 001. The latest loaded filing year is 2023. The filing reports 536 participants and $251,512,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Envoy Solutions, LLC
- EIN
- 85-0978372
- Plan number
- 001
- Plan type
- 2
- Location
- Glenview, IL
- Latest filing year
- 2023
- Participants
- 536
- End-of-year plan assets
- $251,512,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 536 | H, C | 20250226165037NAL0002174576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $251,512,499
- Total liabilities (EOY)
- $259,533
- Net assets (EOY)
- $251,252,966
- Net assets (BOY)
- $31,413,371
Income & contributions
- Employer contributions
- $4,651,532
- Participant contributions
- $13,132,150
- Total contributions
- $22,005,296
- Total income / additions
- $44,181,586
Expenses & distributions
- Benefits paid
- $34,799,703
- Administrative expenses
- $277,132
- Total expenses
- $35,225,382
- Net increase / (decrease)
- $8,956,204
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $142,366 | $0 | 2023 |
| Prime Capital Investment Advisors | ADVISOR | $116,816 | not reported in the loaded dataset | 2023 |
| Lavine, Lofgren, Morris & Engelberg | CONSULTANT | $17,950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Envoy Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Glenview, IL
- Fidelity Investments Institutional — Schedule C compensation
- Prime Capital Investment Advisors — Schedule C compensation
- Lavine, Lofgren, Morris & Engelberg — Schedule C compensation