2023 Form 5500 filing — Benchmark Senior Living 401(K) 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 20240708160304NAL0007406947001) for Benchmark Senior Living 401(K) Plan, reported by Benchmark Senior Living LLC under EIN 04-3385173 and plan number 001. It reports 7,357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$81.4MReported net assets$81,405,092
Participants7.4K7,357
Provider compensation$287.6K4 Schedule C row(s)$287,627
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240708160304NAL0007406947001
Plan sponsor
Benchmark Senior Living LLC
EIN
04-3385173
Plan number
001
Location
Waltham, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$81.6M total assets
Net assets$81.4MLiabilities$216.3K
Money in vs. money out
Total income / additions$23.9M
Total expenses$10.3M
Benefits paid / distributions$9.7M
Contributions
Employer$2.4M
Participant$9.7M
Full reported line items
Total assets (EOY)
$81,621,406
Total liabilities (EOY)
$216,314
Net assets (EOY)
$81,405,092
Employer contributions
$2,357,482
Participant contributions
$9,695,728
Total income / additions
$23,942,370
Benefits paid
$9,674,217
Administrative expenses
$288,127
Total expenses
$10,272,199
Net increase / (decrease)
$13,670,171
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $228.3K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $50K
  3. 3
    INVESTMENT MGMT · Direct $9.4K
  4. 4
    BROKERAGE SERVICES · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240708160304NAL0007406947001 cover?
It is the 2023 Form 5500 filing for Benchmark Senior Living 401(K) Plan, reported by Benchmark Senior Living LLC (EIN 04-3385173).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages