Pediatric Home Service Employees Savings Plan — Form 5500 plan (Pediatric Home Respiratory Services, LLC D/B/A Pediatric Home Service)

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, Pediatric Home Service Employees Savings Plan is a benefit plan reported by Pediatric Home Respiratory Services, LLC D/B/A Pediatric Home Service under EIN 41-1656511 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,756 participants and $34,161,246 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pediatric Home Respiratory Services, LLC D/B/A Pediatric Home Service
EIN
41-1656511
Plan number
001
Plan type
2
Location
Roseville, MN
Latest filing year
2023
Participants
1,756
End-of-year plan assets
$34,161,246

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,756H, C20241010172151NAL0034860976001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,161,246
Total liabilities (EOY)
$0
Net assets (EOY)
$34,161,246
Net assets (BOY)
$27,193,163

Income & contributions

Employer contributions
$1,196,470
Participant contributions
$3,594,224
Total contributions
$6,297,632
Total income / additions
$11,222,033

Expenses & distributions

Benefits paid
$4,108,997
Administrative expenses
$144,953
Total expenses
$4,253,950
Net increase / (decrease)
$6,968,083

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$112,942$02023
Commonwealth EquityINVESTMENT ADVISOR$38,465not reported in the loaded dataset2023
Lincoln Financial Advisors CorpOTHER-$1,298not reported in the loaded dataset2023
Advanced Capital GroupOTHER-$5,156not reported in the loaded dataset2023

Related Form 5500 pages