Thedacare Retirement And 403(B) Savings Plan — Form 5500 plan (Thedacare 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, Thedacare Retirement And 403(B) Savings Plan is a benefit plan reported by Thedacare Inc. under EIN 39-1509362 and plan number 003. The latest loaded filing year is 2023. The filing reports 8,502 participants and $741,215,640 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thedacare Inc.
- EIN
- 39-1509362
- Plan number
- 003
- Plan type
- 2
- Location
- Neenah, WI
- Latest filing year
- 2023
- Participants
- 8,502
- End-of-year plan assets
- $741,215,640
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,502 | H, C | 20241015113547NAL0028211409003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $741,215,640
- Net assets (EOY)
- $741,215,640
- Net assets (BOY)
- $636,683,633
Income & contributions
- Employer contributions
- $12,724,284
- Participant contributions
- $39,506,101
- Total contributions
- $70,698,412
- Total income / additions
- $176,628,747
Expenses & distributions
- Benefits paid
- $71,290,751
- Administrative expenses
- $731,090
- Total expenses
- $72,096,740
- Net increase / (decrease)
- $104,532,007
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $617,655 | $0 | 2023 |
| Mma Securities, LLC | INVESTMENT ADVISOR | $99,979 | not reported in the loaded dataset | 2023 |
| Professional Financial Management | ADVISOR | $9,199 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $1,063 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thedacare Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Neenah, WI
- Transamerica Retirement Solutions — Schedule C compensation
- Mma Securities, LLC — Schedule C compensation
- Professional Financial Management — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation