Plan5500

Benchmark Senior Living 401(K) Plan — Form 5500 plan (Benchmark Senior Living LLC)

Plain-English plan 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, Benchmark Senior Living 401(K) Plan is a benefit plan reported by Benchmark Senior Living LLC under EIN 04-3385173 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,357 participants and $81,621,406 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$81.4MPlan net assets, end of year$81,405,092
Participants7.4KCovered participants reported7,357
Assets / participant$11.1KComputed: assets ÷ participants$11,094 (computed)
Provider compensation$287.6K4 Schedule C provider row(s)$287,627
Plan sponsor
Benchmark Senior Living LLC
EIN
04-3385173
Plan number
001
Plan type
2
Location
Waltham, MA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    7,357 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$81.6M total assets
Net assets$81.4MLiabilities$216.3K
Money in vs. money out
Total income / additions$23.9M
Total expenses$10.3M
Benefits paid / distributions$9.7M
Contributions
Employer$2.4M
Participant$9.7M
Full reported line items

Net assets

Total assets (EOY)
$81,621,406
Total liabilities (EOY)
$216,314
Net assets (EOY)
$81,405,092
Net assets (BOY)
$67,734,921

Income & contributions

Employer contributions
$2,357,482
Participant contributions
$9,695,728
Total contributions
$13,717,506
Total income / additions
$23,942,370

Expenses & distributions

Benefits paid
$9,674,217
Administrative expenses
$288,127
Total expenses
$10,272,199
Net increase / (decrease)
$13,670,171
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 20%Participant 80%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$228.3K
    RECORDKEEPER · Direct $228.3K · Indirect $0
  2. 2
    Sageview Advisory Group, LLC$50K
    INVESTMENT ADVISOR · Direct $50K
  3. 3
    Sageview Advisory Group, LLC$9.4K
    INVESTMENT MGMT · Direct $9.4K
  4. 4
    Td Ameritrade, Inc.$0
    BROKERAGE SERVICES · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Benchmark Senior Living 401(K) Plan?
Benchmark Senior Living 401(K) Plan is reported as sponsored by Benchmark Senior Living LLC (EIN 04-3385173, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Benchmark Senior Living 401(K) Plan?
The latest Form 5500 filing year loaded for Benchmark Senior Living 401(K) Plan is 2023.
How many participants does Benchmark Senior Living 401(K) Plan report?
Benchmark Senior Living 401(K) Plan reports 7,357 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Benchmark Senior Living 401(K) Plan?
Benchmark Senior Living 401(K) Plan reports $81,621,406 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages