2023 Form 5500 filing — Premier Health Consultants, 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 20250108081907NAL0017592896001) for Premier Health Consultants, LLC Retirement Savings Plan, reported by Premier Health Consultants, LLC under EIN 20-5972761 and plan number 003. It reports 1,703 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250108081907NAL0017592896001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premier Health Consultants, LLC
- EIN
- 20-5972761
- Plan number
- 003
- Location
- Baton Rouge, LA
- Participants
- 1,703
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,021,488
- Total liabilities (EOY)
- $554
- Net assets (EOY)
- $33,020,934
- Employer contributions
- $1,191,119
- Participant contributions
- $2,806,259
- Total income / additions
- $9,517,141
- Benefits paid
- $2,385,664
- Administrative expenses
- $118,401
- Total expenses
- $2,507,447
- Net increase / (decrease)
- $7,009,694
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORD-KEEPER | $89,086 | $0 |
| Sentinel Pension & Payroll | TPA | $52,628 | $14,137 |
| Cetera Advisors | BROKER | $60,377 | $2,108 |