2023 Form 5500 filing — Employee Retirement Savings Plan - Premier Health Partners
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 20241010183316NAL0041853074001) for Employee Retirement Savings Plan - Premier Health Partners, reported by Premier Health Partners under EIN 31-1446699 and plan number 002. It reports 14,427 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010183316NAL0041853074001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premier Health Partners
- EIN
- 31-1446699
- Plan number
- 002
- Location
- Dayton, OH
- Participants
- 14,427
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $504,939,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $504,939,974
- Participant contributions
- $46,586,732
- Total income / additions
- $123,966,714
- Benefits paid
- $46,736,904
- Administrative expenses
- $211,414
- Total expenses
- $47,130,371
- Net increase / (decrease)
- $76,836,343
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $155,087 | $0 |
| Mercer Investments, LLC | INVESTMENT ADVISOR | $29,841 | not reported in the loaded dataset |
| Clark Schaefer Hackett & Co | AUDITOR | $23,050 | not reported in the loaded dataset |
| Voya Retirement Ins And Annuity Co | NONE | $2,536 | $0 |
| Empower Annuity Ins Co | NONE | $169 | $0 |