Plan5500

Emerus Retirement Savings Plan — Form 5500 plan (Emerus Holdings, 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, Emerus Retirement Savings Plan is a benefit plan reported by Emerus Holdings, Inc. under EIN 27-4317672 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,755 participants and $60,628,220 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Emerus Holdings, Inc.
EIN
27-4317672
Plan number
001
Plan type
2
Location
The Woodlands, TX
Latest filing year
2023
Participants
2,755
End-of-year plan assets
$60,628,220

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,755H, C20241011130843NAL0012515763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,628,220
Total liabilities (EOY)
$0
Net assets (EOY)
$60,628,220
Net assets (BOY)
$45,898,569

Income & contributions

Employer contributions
$3,455,847
Participant contributions
$6,286,455
Total contributions
$12,192,024
Total income / additions
$21,442,644

Expenses & distributions

Benefits paid
$6,482,524
Administrative expenses
$225,679
Total expenses
$6,712,993
Net increase / (decrease)
$14,729,651

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$120,970$02023
Resource Investment Advisors LLCNONE$52,638not reported in the loaded dataset2023

Related Form 5500 pages