Atria Senior Living, Inc. 401(K) Plan — Form 5500 plan (Atria Senior Living, 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, Atria Senior Living, Inc. 401(K) Plan is a benefit plan reported by Atria Senior Living, Inc. under EIN 27-4673765 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,331 participants and $167,116,466 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atria Senior Living, Inc.
- EIN
- 27-4673765
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 12,331
- End-of-year plan assets
- $167,116,466
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,331 | H, C | 20241007154330NAL0015442129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $167,116,466
- Net assets (EOY)
- $167,116,466
- Net assets (BOY)
- $151,627,995
Income & contributions
- Employer contributions
- $3,104,883
- Participant contributions
- $13,237,870
- Total contributions
- $18,149,168
- Total income / additions
- $38,433,073
Expenses & distributions
- Benefits paid
- $22,346,947
- Administrative expenses
- $379,916
- Total expenses
- $22,944,602
- Net increase / (decrease)
- $15,488,471
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $336,013 | $0 | 2023 |
| Global Retirement Partners, LLC | INVESTMENT ADVISOR | $24,363 | not reported in the loaded dataset | 2023 |
| Mcm Cpas & Advisors Llp | AUDITING | $19,540 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atria Senior Living, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Transamerica Retirement Solutions — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Mcm Cpas & Advisors Llp — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation