Revere Health 401k Profit Sharing Plan — Form 5500 plan (Revere 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, Revere Health 401k Profit Sharing Plan is a benefit plan reported by Revere Health under EIN 87-0281028 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,753 participants and $219,720,684 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Revere Health
- EIN
- 87-0281028
- Plan number
- 002
- Plan type
- 2
- Location
- Provo, UT
- Latest filing year
- 2023
- Participants
- 2,753
- End-of-year plan assets
- $219,720,684
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,753 | H, C | 20241010100713NAL0019897297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $219,720,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $219,720,684
- Net assets (BOY)
- $183,839,384
Income & contributions
- Employer contributions
- $15,370,892
- Participant contributions
- $4,143,287
- Total contributions
- $19,679,029
- Total income / additions
- $49,466,810
Expenses & distributions
- Benefits paid
- $13,330,182
- Administrative expenses
- $225,625
- Total expenses
- $13,585,510
- Net increase / (decrease)
- $35,881,300
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $123,520 | $0 | 2023 |
| Kestra Advisory Services LLC | NONE | $71,500 | not reported in the loaded dataset | 2023 |
| Kravitz | NONE | $16,920 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Prudential Investment Management | NONE | $1,445 | $6,037 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Revere Health
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Provo, UT
- Empower Annuity Insurance Company — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Kravitz — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Prudential Investment Management — Schedule C compensation