2023 Form 5500 filing — Nexcare Health Systems, LLC Retirement Savings 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 20241015092437NAL0047185584001) for Nexcare Health Systems, LLC Retirement Savings Plan, reported by Nexcare Health Systems, LLC under EIN 38-3378353 and plan number 001. It reports 1,979 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092437NAL0047185584001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nexcare Health Systems, LLC
- EIN
- 38-3378353
- Plan number
- 001
- Location
- Brighton, MI
- Participants
- 1,979
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,339,019
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,339,019
- Employer contributions
- $253,129
- Participant contributions
- $1,956,635
- Total income / additions
- $4,994,446
- Benefits paid
- $2,064,043
- Administrative expenses
- $118,215
- Total expenses
- $2,258,059
- Net increase / (decrease)
- $2,736,387
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $118,214 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $0 | $92,120 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |