Invacare Retirement Savings Plan — Form 5500 plan (Invacare Corporation)

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, Invacare Retirement Savings Plan is a benefit plan reported by Invacare Corporation under EIN 95-2680965 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,417 participants and $141,936,800 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Invacare Corporation
EIN
95-2680965
Plan number
005
Plan type
2
Location
Elyria, OH
Latest filing year
2023
Participants
1,417
End-of-year plan assets
$141,936,800

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,417H, C20241015153536NAL0016771091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$141,936,800
Total liabilities (EOY)
$0
Net assets (EOY)
$141,936,800
Net assets (BOY)
$142,817,511

Income & contributions

Employer contributions
$720,199
Participant contributions
$2,923,550
Total contributions
$3,911,600
Total income / additions
$31,390,985

Expenses & distributions

Benefits paid
$32,087,880
Administrative expenses
$154,199
Total expenses
$32,271,696
Net increase / (decrease)
-$880,711

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$82,818$02023
Clearstead Advisors LLCCONSULTANT$51,500not reported in the loaded dataset2023
Strategic Advisors IncADVISOR$19,881not reported in the loaded dataset2023

Related Form 5500 pages