2023 Form 5500 filing — Chemed/Roto Rooter Savings & Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240702084637NAL0004766545001) for Chemed/Roto Rooter Savings & Retirement Plan, reported by Chemed Corporation under EIN 31-0791746 and plan number 104. It reports 4,255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240702084637NAL0004766545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chemed Corporation
- EIN
- 31-0791746
- Plan number
- 104
- Location
- Cincinnati, OH
- Participants
- 4,255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $352,623,479
- Total liabilities (EOY)
- $128,105
- Net assets (EOY)
- $352,495,374
- Employer contributions
- $11,169,661
- Participant contributions
- $15,955,090
- Total income / additions
- $75,067,836
- Benefits paid
- $29,101,951
- Administrative expenses
- $196,972
- Total expenses
- $30,563,107
- Net increase / (decrease)
- $44,504,729
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | RECORDKEEPER | $0 | $397,131 |
| Merrill Lynch Pierce Fenner & Smith | RECORDKEEPER | $111,143 | not reported in the loaded dataset |
| Merrill Lynch Pierce Fenner & Smith | RECORDKEEPER | $0 | $0 |