The Employer Retirement Savings Plan- Premier Health Partners — Form 5500 plan (Premier Health Partners)
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, The Employer Retirement Savings Plan- Premier Health Partners is a benefit plan reported by Premier Health Partners under EIN 31-1446699 and plan number 003. The latest loaded filing year is 2023. The filing reports 12,948 participants and $227,674,027 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Premier Health Partners
- EIN
- 31-1446699
- Plan number
- 003
- Plan type
- 2
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 12,948
- End-of-year plan assets
- $227,674,027
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,948 | H, C | 20241010183549NAL0041854386001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $227,674,027
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $227,674,027
- Net assets (BOY)
- $201,665,954
Income & contributions
- Employer contributions
- $7,820,018
- Total contributions
- $8,202,602
- Total income / additions
- $45,586,458
Expenses & distributions
- Benefits paid
- $19,018,371
- Administrative expenses
- $488,763
- Total expenses
- $19,578,385
- Net increase / (decrease)
- $26,008,073
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $437,090 | $0 | 2023 |
| Mercer Investments, LLC | INVESTMENT ADVISOR | $29,891 | not reported in the loaded dataset | 2023 |
| Clark Schaeffer Hackett & Co | AUDITOR | $20,850 | not reported in the loaded dataset | 2023 |
| Frost Brown Todd LLC | LEGAL | $632 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Premier Health Partners
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Fid Inv Inst Ops Co — Schedule C compensation
- Mercer Investments, LLC — Schedule C compensation
- Clark Schaeffer Hackett & Co — Schedule C compensation
- Frost Brown Todd LLC — Schedule C compensation