2023 Form 5500 filing — Evergreen Senior Management 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 20241015125149NAL0014662419001) for Evergreen Senior Management LLC 401(K) Plan, reported by Evergreen Senior Management LLC under EIN 46-3140763 and plan number 001. It reports 1,138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125149NAL0014662419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evergreen Senior Management LLC
- EIN
- 46-3140763
- Plan number
- 001
- Location
- Blue Bell, PA
- Participants
- 1,138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,872,829
- Net assets (EOY)
- $8,872,829
- Employer contributions
- $423,574
- Participant contributions
- $681,593
- Total income / additions
- $2,515,447
- Benefits paid
- $1,124,245
- Administrative expenses
- $71,595
- Total expenses
- $1,224,880
- Net increase / (decrease)
- $1,290,567
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Life Insurance Co. | RECORDKEEPER | $53,048 | $6 |
| Alliant Insurance Services | CONTRACT ADMI N | $4,762 | $20,443 |
| Alliant Insurance Services,Inc. | TPA | $18,359 | $0 |
| Empower Annuity Insurance Company | OTHER | $157 | $0 |