2023 Form 5500 filing — Aperion Care 401(K) & Profit Sharing 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 20241010113957NAL0020913425001) for Aperion Care 401(K) & Profit Sharing Plan, reported by Aperion Care, Inc. under EIN 46-5646073 and plan number 001. It reports 2,968 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010113957NAL0020913425001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Aperion Care, Inc.
- EIN
- 46-5646073
- Plan number
- 001
- Location
- Lincolnwood, IL
- Participants
- 2,968
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,537,059
- Total liabilities (EOY)
- $129,904
- Net assets (EOY)
- $7,407,155
- Employer contributions
- $221,642
- Participant contributions
- $1,272,858
- Total income / additions
- $2,468,749
- Benefits paid
- $410,957
- Administrative expenses
- $59,362
- Total expenses
- $640,870
- Net increase / (decrease)
- $1,827,879
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $52,817 | $0 |
| Mesirow Financial, Inc | INVESTMENT ADVISORY | $30,374 | not reported in the loaded dataset |
| Pinnacle Financial Services Inc | RECORDKEEPER | $7,100 | $0 |