2023 Form 5500 filing — Specialtycare 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 20240801124034NAL0036076928001) for Specialtycare 401(K) Plan, reported by Specialtycare, Inc. under EIN 20-8825842 and plan number 001. It reports 2,430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801124034NAL0036076928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Specialtycare, Inc.
- EIN
- 20-8825842
- Plan number
- 001
- Location
- Brentwood, TN
- Participants
- 2,430
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $215,509,888
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $215,509,888
- Employer contributions
- $5,093,540
- Participant contributions
- $15,275,934
- Total income / additions
- $58,565,055
- Benefits paid
- $18,507,160
- Administrative expenses
- $271,995
- Total expenses
- $18,812,920
- Net increase / (decrease)
- $39,752,135
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $139,123 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $71,872 | not reported in the loaded dataset |
| Mma Securities LLC | INVESTMENT ADVISOR | $23,000 | not reported in the loaded dataset |
| Lpl Financial | INVESTMENT ADVISOR | $23,000 | not reported in the loaded dataset |
| Lbmc,Pc | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset |