Changepoint Retirement Plan — Form 5500 plan (Changepoint Integrated Health)
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, Changepoint Retirement Plan is a benefit plan reported by Changepoint Integrated Health under EIN 86-0215065 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $5,254,435 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Changepoint Integrated Health
- EIN
- 86-0215065
- Plan number
- 001
- Plan type
- 2
- Location
- Show Low, AZ
- Latest filing year
- 2023
- Participants
- 308
- End-of-year plan assets
- $5,254,435
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 308 | H, C | 20240827153528NAL0011102385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,254,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,254,435
- Net assets (BOY)
- $4,610,119
Income & contributions
- Employer contributions
- $231,223
- Participant contributions
- $321,382
- Total contributions
- $556,600
- Total income / additions
- $1,312,723
Expenses & distributions
- Benefits paid
- $662,771
- Administrative expenses
- $5,636
- Total expenses
- $668,407
- Net increase / (decrease)
- $644,316
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | BUNDLED RECORDKEEPER | $5,636 | $0 | 2023 |