2023 Form 5500 filing — Senior Operations LLC Retirement 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 20240927130333NAL0001270435001) for Senior Operations LLC Retirement Plan, reported by Senior Operations LLC under EIN 94-2918781 and plan number 002. It reports 974 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927130333NAL0001270435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Senior Operations LLC
- EIN
- 94-2918781
- Plan number
- 002
- Location
- Bartlett, IL
- Participants
- 974
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,336,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,336,498
- Employer contributions
- $500,000
- Total income / additions
- $3,865,365
- Benefits paid
- $3,221,068
- Administrative expenses
- $0
- Total expenses
- $3,221,068
- Net increase / (decrease)
- $644,297
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $0 | $0 |
| Delaware Investments | INVESTMENT PROVIDER | $0 | $0 |
| Vanguard | INVESTMENT PROVIDER | $0 | $0 |
| Empower Annuity Ins Company Of Amer | CONTACT ADMINISTRATOR | $0 | not reported in the loaded dataset |
| Empower Annuity Ins Company Of Amer | RECORDKEEPER | $0 | $0 |