Servant Hr, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Servant Hr, Inc. (EIN 30-0190462) is a plan sponsor located in Fishers, IN with 11 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 30-0190462
- Location
- Fishers, IN
- Loaded plans
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $19,280,846
- Total reported liabilities (EOY)
- $5,331
- Total reported net assets (EOY)
- $19,275,515
Contributions & income
- Employer contributions
- $800,170
- Participant contributions
- $2,097,247
- Total income / additions
- $6,189,159
Expenses & distributions
- Benefits paid / distributions
- $1,461,151
- Total expenses
- $1,615,111
- Net increase / (decrease)
- $4,574,048
Coverage
- Total reported participants
- 4,158
- Plans with financial statements
- 1
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Servant Hr 401(K) Retirement Plan | 002 | 695 | $19,280,846 | 2023 |
| Servant Hr, Inc. - Lincoln Financial Group Ad&D And Life Insurance | 501 | 949 | not reported in the loaded dataset | 2023 |
| Servant Hr, Inc. - Paramount Dental (Formerly Health Resources Inc. Dental Health Options) | 505 | 629 | not reported in the loaded dataset | 2023 |
| Servant Hr, Inc. - Vision Service Plan | 507 | 603 | not reported in the loaded dataset | 2023 |
| Servant Hr, Inc. - Lincoln Financial Group Voluntary Ad&D And Life Insurance | 504 | 311 | not reported in the loaded dataset | 2023 |
| Servant Hr, Inc. - Lincoln Financial Group Accident Plan | 508 | 218 | not reported in the loaded dataset | 2023 |
| Servant Hr, Inc. - Lincoln Financial Group Weekly Income | 503 | 212 | not reported in the loaded dataset | 2023 |
| Servant Hr, Inc. - Lincoln Financial Group Long-Term Disability | 502 | 187 | not reported in the loaded dataset | 2023 |
| Servant Hr, Inc. - Lincoln Financial Group Critical Illness Plan | 509 | 183 | not reported in the loaded dataset | 2023 |
| Servant Hr, Inc. - Lincoln Financial Group Weekly Income Plan (Employer-Paid) | 511 | 114 | not reported in the loaded dataset | 2023 |
| Servant Hr, Inc. - Lincoln Financial Group Long-Term Disability (Employer-Paid) | 510 | 57 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Servant Hr, Inc. - Lincoln Financial Group Ad&D And Life Insurance | 949 | — | 20240723075154NAL0024931842001 |
| 2023 | Servant Hr, Inc. - Lincoln Financial Group Long-Term Disability | 187 | — | 20240723075929NAL0006408115001 |
| 2023 | Servant Hr, Inc. - Lincoln Financial Group Weekly Income | 212 | — | 20240723080319NAL0010901089001 |
| 2023 | Servant Hr, Inc. - Lincoln Financial Group Voluntary Ad&D And Life Insurance | 311 | — | 20240723080852NAL0019123552001 |
| 2023 | Servant Hr, Inc. - Paramount Dental (Formerly Health Resources Inc. Dental Health Options) | 629 | — | 20240723082018NAL0010909537001 |
| 2023 | Servant Hr, Inc. - Vision Service Plan | 603 | — | 20240723082524NAL0010914241001 |
| 2023 | Servant Hr, Inc. - Lincoln Financial Group Accident Plan | 218 | — | 20240723083133NAL0023792258001 |
| 2023 | Servant Hr, Inc. - Lincoln Financial Group Critical Illness Plan | 183 | — | 20240723083729NAL0023809394001 |