2023 Form 5500 filing — Sunrise Senior Living 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 20241010134917NAL0034211296001) for Sunrise Senior Living 401(K) Plan, reported by Sunrise Senior Living, LLC under EIN 54-1746596 and plan number 001. It reports 26,578 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010134917NAL0034211296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunrise Senior Living, LLC
- EIN
- 54-1746596
- Plan number
- 001
- Location
- Mclean, VA
- Participants
- 26,578
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $333,311,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $333,311,609
- Employer contributions
- $10,767,382
- Participant contributions
- $35,193,663
- Total income / additions
- $90,435,310
- Benefits paid
- $44,625,469
- Administrative expenses
- $1,729,382
- Total expenses
- $46,696,224
- Net increase / (decrease)
- $43,739,086
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,605,801 | $0 |
| Baker Tilly Us Llp | NONE | $48,300 | not reported in the loaded dataset |
| Kestra Advisory Services LLC | NONE | $44,003 | not reported in the loaded dataset |
| Hunton & Williams Llp | NONE | $14,992 | not reported in the loaded dataset |