2023 Form 5500 filing — Davita Retirement Savings 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 20240716104430NAL0004176240001) for Davita Retirement Savings Plan, reported by Davita Inc. under EIN 51-0354549 and plan number 001. It reports 78,356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716104430NAL0004176240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Davita Inc.
- EIN
- 51-0354549
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 78,356
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,326,219,779
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,326,219,779
- Employer contributions
- $73,828,267
- Participant contributions
- $300,314,145
- Total income / additions
- $866,668,436
- Benefits paid
- $284,221,839
- Administrative expenses
- $6,827,901
- Total expenses
- $292,835,447
- Net increase / (decrease)
- $573,832,989
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Institutional Plan Services | RECORD KEEPER | $3,511,865 | $0 |
| Voya Retirement Advisors, LLC | CONSULTANT | $3,134,297 | not reported in the loaded dataset |
| Aon | CONSULTANT | $98,649 | not reported in the loaded dataset |
| Moss Adams | AUDITOR | $55,125 | not reported in the loaded dataset |