Senior Lifestyle Corporation 401(K) Retirement Plan — Form 5500 plan (Senior Lifestyle Corporation)
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, Senior Lifestyle Corporation 401(K) Retirement Plan is a benefit plan reported by Senior Lifestyle Corporation under EIN 36-3398105 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,101 participants and $31,116,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Senior Lifestyle Corporation
- EIN
- 36-3398105
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 8,101
- End-of-year plan assets
- $31,116,820
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,101 | H, C | 20241015170808NAL0050608176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,116,820
- Total liabilities (EOY)
- $254,190
- Net assets (EOY)
- $30,862,630
- Net assets (BOY)
- $25,981,611
Income & contributions
- Employer contributions
- $443,151
- Participant contributions
- $3,127,005
- Total contributions
- $4,437,697
- Total income / additions
- $9,232,475
Expenses & distributions
- Benefits paid
- $3,651,632
- Administrative expenses
- $264,693
- Total expenses
- $4,351,456
- Net increase / (decrease)
- $4,881,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $183,918 | $0 | 2023 |
| Baker Tilly Us Llp | AUDIT | $66,642 | not reported in the loaded dataset | 2023 |
| Pinnacle Financial Services, Inc. | RECORDKEEPER | $56,227 | $0 | 2023 |
| Ifp Advisors, LLC | INVESTMENT ADVISORY- PLAN | $54,593 | not reported in the loaded dataset | 2023 |
| Nppg Fiduciary Services | RECORDKEEPER | $26,414 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Senior Lifestyle Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Transamerica Retirement Solutions, — Schedule C compensation
- Baker Tilly Us Llp — Schedule C compensation
- Pinnacle Financial Services, Inc. — Schedule C compensation
- Ifp Advisors, LLC — Schedule C compensation
- Nppg Fiduciary Services — Schedule C compensation