Savvas Learning Company LLC Retirement Plan — Form 5500 plan (Savvas Learning Company 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, Savvas Learning Company LLC Retirement Plan is a benefit plan reported by Savvas Learning Company LLC under EIN 82-4606641 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,865 participants and $352,263,960 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Savvas Learning Company LLC
- EIN
- 82-4606641
- Plan number
- 001
- Plan type
- 2
- Location
- Chandler, AZ
- Latest filing year
- 2023
- Participants
- 1,865
- End-of-year plan assets
- $352,263,960
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,865 | H, C | 20240930134859NAL0005603985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $352,263,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $352,263,960
- Net assets (BOY)
- $297,239,452
Income & contributions
- Employer contributions
- $9,232,962
- Participant contributions
- $16,053,325
- Total contributions
- $27,109,617
- Total income / additions
- $78,276,335
Expenses & distributions
- Benefits paid
- $23,031,551
- Administrative expenses
- $220,276
- Total expenses
- $23,251,827
- Net increase / (decrease)
- $55,024,508
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $165,537 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $71,675 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Savvas Learning Company LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Chandler, AZ
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation