Evergreen Senior Management LLC 401(K) Plan — Form 5500 plan (Evergreen Senior Management 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, Evergreen Senior Management LLC 401(K) Plan is a benefit plan reported by Evergreen Senior Management LLC under EIN 46-3140763 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,138 participants and $8,872,829 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evergreen Senior Management LLC
- EIN
- 46-3140763
- Plan number
- 001
- Plan type
- 2
- Location
- Blue Bell, PA
- Latest filing year
- 2023
- Participants
- 1,138
- End-of-year plan assets
- $8,872,829
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,138 | H, C | 20241015125149NAL0014662419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,872,829
- Net assets (EOY)
- $8,872,829
- Net assets (BOY)
- $7,582,262
Income & contributions
- Employer contributions
- $423,574
- Participant contributions
- $681,593
- Total contributions
- $1,105,167
- Total income / additions
- $2,515,447
Expenses & distributions
- Benefits paid
- $1,124,245
- Administrative expenses
- $71,595
- Total expenses
- $1,224,880
- Net increase / (decrease)
- $1,290,567
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Life Insurance Co. | RECORDKEEPER | $53,048 | $6 | 2023 |
| Alliant Insurance Services | CONTRACT ADMI N | $4,762 | $20,443 | 2023 |
| Alliant Insurance Services,Inc. | TPA | $18,359 | $0 | 2023 |
| Empower Annuity Insurance Company | OTHER | $157 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evergreen Senior Management LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Blue Bell, PA
- Nationwide Life Insurance Co. — Schedule C compensation
- Alliant Insurance Services — Schedule C compensation
- Alliant Insurance Services,Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation