Specialtycare 401(K) Plan — Form 5500 plan (Specialtycare, Inc.)
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, Specialtycare 401(K) Plan is a benefit plan reported by Specialtycare, Inc. under EIN 20-8825842 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,430 participants and $215,509,888 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Specialtycare, Inc.
- EIN
- 20-8825842
- Plan number
- 001
- Plan type
- 2
- Location
- Brentwood, TN
- Latest filing year
- 2023
- Participants
- 2,430
- End-of-year plan assets
- $215,509,888
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,430 | H, C | 20240801124034NAL0036076928001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $215,509,888
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $215,509,888
- Net assets (BOY)
- $175,757,753
Income & contributions
- Employer contributions
- $5,093,540
- Participant contributions
- $15,275,934
- Total contributions
- $26,656,845
- Total income / additions
- $58,565,055
Expenses & distributions
- Benefits paid
- $18,507,160
- Administrative expenses
- $271,995
- Total expenses
- $18,812,920
- Net increase / (decrease)
- $39,752,135
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $139,123 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $71,872 | not reported in the loaded dataset | 2023 |
| Mma Securities LLC | INVESTMENT ADVISOR | $23,000 | not reported in the loaded dataset | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $23,000 | not reported in the loaded dataset | 2023 |
| Lbmc,Pc | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Specialtycare, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Brentwood, TN
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Lbmc,Pc — Schedule C compensation