2023 Form 5500 filing — Senior Lifestyle Corporation 401(K) Retirement 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 20241015170808NAL0050608176001) for Senior Lifestyle Corporation 401(K) Retirement Plan, reported by Senior Lifestyle Corporation under EIN 36-3398105 and plan number 002. It reports 8,101 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170808NAL0050608176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Senior Lifestyle Corporation
- EIN
- 36-3398105
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 8,101
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,116,820
- Total liabilities (EOY)
- $254,190
- Net assets (EOY)
- $30,862,630
- Employer contributions
- $443,151
- Participant contributions
- $3,127,005
- Total income / additions
- $9,232,475
- Benefits paid
- $3,651,632
- Administrative expenses
- $264,693
- Total expenses
- $4,351,456
- Net increase / (decrease)
- $4,881,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $183,918 | $0 |
| Baker Tilly Us Llp | AUDIT | $66,642 | not reported in the loaded dataset |
| Pinnacle Financial Services, Inc. | RECORDKEEPER | $56,227 | $0 |
| Ifp Advisors, LLC | INVESTMENT ADVISORY- PLAN | $54,593 | not reported in the loaded dataset |
| Nppg Fiduciary Services | RECORDKEEPER | $26,414 | $0 |