2023 Form 5500 filing — Chenmed, LLC 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 20241014131151NAL0026230481001) for Chenmed, LLC 401(K) Plan, reported by Chenmed, LLC under EIN 46-3929096 and plan number 001. It reports 7,237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131151NAL0026230481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chenmed, LLC
- EIN
- 46-3929096
- Plan number
- 001
- Location
- Miami Gardens, FL
- Participants
- 7,237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $186,488,663
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $186,488,663
- Employer contributions
- $22,704,073
- Participant contributions
- $32,381,505
- Total income / additions
- $85,725,232
- Benefits paid
- $22,086,841
- Administrative expenses
- $746,979
- Total expenses
- $22,833,820
- Net increase / (decrease)
- $62,891,412
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $662,240 | $0 |
| Capfinancial Partners | INVESTMENT ADVISORY | $14,600 | $96,649 |
| Chenmed, LLC | CONTRACT ADMINISTRATOR | $70,139 | not reported in the loaded dataset |
| Alston & Bird Llp | LEGAL | $0 | $45,348 |
| Crowe Llp | OTHER SERVICES | $0 | $14,700 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |