2023 Form 5500 filing — Liberty Healthcare Corporation 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 20240911130856NAL0003655635001) for Liberty Healthcare Corporation Savings Plan, reported by Liberty Healthcare Corporation under EIN 23-2428586 and plan number 001. It reports 1,367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911130856NAL0003655635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liberty Healthcare Corporation
- EIN
- 23-2428586
- Plan number
- 001
- Location
- Bala Cynwyd, PA
- Participants
- 1,367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,564,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,564,492
- Employer contributions
- $0
- Participant contributions
- $3,764,361
- Total income / additions
- $8,491,166
- Benefits paid
- $2,935,888
- Administrative expenses
- $35,295
- Total expenses
- $2,987,091
- Net increase / (decrease)
- $5,504,075
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $35,295 | $0 |
| Cliftonlarsonallen Wealth Advisors | CONSULTANT/INVEST ADVISOR | $0 | not reported in the loaded dataset |