2023 Form 5500 filing — Thedacare, Inc. Pension 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 20240916140120NAL0001082035003) for Thedacare, Inc. Pension Plan, reported by Thedacare Inc. under EIN 39-1509362 and plan number 001. It reports 2,903 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916140120NAL0001082035003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thedacare Inc.
- EIN
- 39-1509362
- Plan number
- 001
- Location
- Neenah, WI
- Participants
- 2,903
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $11,250,000
- Total income / additions
- $13,916,311
- Benefits paid
- $166,938,196
- Administrative expenses
- $1,227,754
- Total expenses
- $168,165,950
- Net increase / (decrease)
- -$154,249,639
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $615,670 | $0 |
| Jp Morgan Investment Mgmt Inc | INVESTMENT MANAGER | $199,317 | not reported in the loaded dataset |
| Brentwood Asset Advisors | CONSULTANT | $105,000 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $100,399 | not reported in the loaded dataset |