Premier Health Consultants, LLC Retirement Savings Plan — Form 5500 plan (Premier Health Consultants, 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, Premier Health Consultants, LLC Retirement Savings Plan is a benefit plan reported by Premier Health Consultants, LLC under EIN 20-5972761 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,703 participants and $33,021,488 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Premier Health Consultants, LLC
EIN
20-5972761
Plan number
003
Plan type
2
Location
Baton Rouge, LA
Latest filing year
2023
Participants
1,703
End-of-year plan assets
$33,021,488

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,703H, C20250108081907NAL0017592896001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,021,488
Total liabilities (EOY)
$554
Net assets (EOY)
$33,020,934
Net assets (BOY)
$26,011,240

Income & contributions

Employer contributions
$1,191,119
Participant contributions
$2,806,259
Total contributions
$4,710,061
Total income / additions
$9,517,141

Expenses & distributions

Benefits paid
$2,385,664
Administrative expenses
$118,401
Total expenses
$2,507,447
Net increase / (decrease)
$7,009,694

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORD-KEEPER$89,086$02023
Sentinel Pension & PayrollTPA$52,628$14,1372023
Cetera AdvisorsBROKER$60,377$2,1082023

Related Form 5500 pages