Original filing (PDF)20240723115751NAL0007253219001

INNOVATIVE PARTNERS LP

Name: INNOVATIVE PARTNERS LP — Form 5500 (2023)
Creator: INNOVATIVE PARTNERS LP

Form 5500-SF

FILING_RECEIVED

Health & welfare plan

Signals · 1

No auditor on file

Active participants

14,414

Accounts w/ balance

2,556

Plan assets (EOY)

$10.9M

Net assets (EOY)

$5.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOVATIVE PARTNERS LP.

Plan sponsor

Name

INNOVATIVE PARTNERS LP

EIN

92-1623773

Address

21264 VIA EDEN · BOCA RATON, FL · 334332207

Phone

—

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-23

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4E · Vision

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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