Nexcare Health Systems, LLC Retirement Savings Plan — Form 5500 plan (Nexcare Health Systems, 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, Nexcare Health Systems, LLC Retirement Savings Plan is a benefit plan reported by Nexcare Health Systems, LLC under EIN 38-3378353 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,979 participants and $21,339,019 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nexcare Health Systems, LLC
EIN
38-3378353
Plan number
001
Plan type
2
Location
Brighton, MI
Latest filing year
2023
Participants
1,979
End-of-year plan assets
$21,339,019

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,979H, C20241015092437NAL0047185584001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,339,019
Total liabilities (EOY)
$0
Net assets (EOY)
$21,339,019
Net assets (BOY)
$18,596,146

Income & contributions

Employer contributions
$253,129
Participant contributions
$1,956,635
Total contributions
$2,472,666
Total income / additions
$4,994,446

Expenses & distributions

Benefits paid
$2,064,043
Administrative expenses
$118,215
Total expenses
$2,258,059
Net increase / (decrease)
$2,736,387

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$118,214$02023
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$0$92,1202023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages