Surgical Care Affiliates, LLC Retirement Investment Plan — Form 5500 plan (Surgical Care Affiliates, 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, Surgical Care Affiliates, LLC Retirement Investment Plan is a benefit plan reported by Surgical Care Affiliates, LLC under EIN 20-8922307 and plan number 001. The latest loaded filing year is 2023. The filing reports 15,889 participants and $582,225,746 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Surgical Care Affiliates, LLC
EIN
20-8922307
Plan number
001
Plan type
2
Location
Minnetonka, MN
Latest filing year
2023
Participants
15,889
End-of-year plan assets
$582,225,746

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202315,889H, C20240920171458NAL0007817713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$582,225,746
Total liabilities (EOY)
$0
Net assets (EOY)
$582,225,746
Net assets (BOY)
$451,764,326

Income & contributions

Employer contributions
$23,719,297
Participant contributions
$58,439,879
Total contributions
$100,112,315
Total income / additions
$183,227,548

Expenses & distributions

Benefits paid
$52,358,659
Administrative expenses
$329,289
Total expenses
$52,766,128
Net increase / (decrease)
$130,461,420

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$327,039$02023
Nfp RetirementACCOUNTANT/AUDITOR$2,250not reported in the loaded dataset2023

Related Form 5500 pages