National Renal Care 401(K) Plan — Form 5500 plan (National Renal Care, 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, National Renal Care 401(K) Plan is a benefit plan reported by National Renal Care, LLC under EIN 47-4901709 and plan number 001. The latest loaded filing year is 2023. The filing reports 292 participants and $8,481,213 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Renal Care, LLC
- EIN
- 47-4901709
- Plan number
- 001
- Plan type
- 2
- Location
- Long Beach, CA
- Latest filing year
- 2023
- Participants
- 292
- End-of-year plan assets
- $8,481,213
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 292 | H, C | 20240924162638NAL0004824787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,481,213
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,481,213
- Net assets (BOY)
- $6,448,324
Income & contributions
- Employer contributions
- $262,458
- Participant contributions
- $1,036,208
- Total contributions
- $1,592,332
- Total income / additions
- $2,691,357
Expenses & distributions
- Benefits paid
- $591,023
- Administrative expenses
- $66,014
- Total expenses
- $658,468
- Net increase / (decrease)
- $2,032,889
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,350 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $24,002 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, Inc. | INVESTMENT MANAGEMENT | $8,396 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Renal Care, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Long Beach, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, Inc. — Schedule C compensation