Ensemble Retirement Savings Plan 401(K) — Form 5500 plan (Ensemble Health Partners Holdings, 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, Ensemble Retirement Savings Plan 401(K) is a benefit plan reported by Ensemble Health Partners Holdings, LLC under EIN 84-2528019 and plan number 021. The latest loaded filing year is 2023. The filing reports 9,925 participants and $195,588,590 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ensemble Health Partners Holdings, LLC
- EIN
- 84-2528019
- Plan number
- 021
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 9,925
- End-of-year plan assets
- $195,588,590
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,925 | H, C | 20240826104323NAL0015621504001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $195,588,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $195,588,590
- Net assets (BOY)
- $131,195,648
Income & contributions
- Employer contributions
- $10,772,522
- Participant contributions
- $35,481,021
- Total contributions
- $59,540,538
- Total income / additions
- $86,321,674
Expenses & distributions
- Benefits paid
- $21,205,573
- Administrative expenses
- $692,319
- Total expenses
- $21,928,732
- Net increase / (decrease)
- $64,392,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $580,917 | $0 | 2023 |
| Nfp Retirement, Inc. | ADVISOR/CONSULTANT | $50,417 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $25,662 | not reported in the loaded dataset | 2023 |
| Kestra Investment Services LLC | ADVISOR | $14,583 | not reported in the loaded dataset | 2023 |
| Cassell Plan Audits | ACCOUNTANT/AUDITOR | $13,500 | not reported in the loaded dataset | 2023 |
| Nfp Corporate Services (Pa), Inc. | INVESTMENT ADVISOR | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ensemble Health Partners Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Fidelity Investments Institutional — Schedule C compensation
- Nfp Retirement, Inc. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Cassell Plan Audits — Schedule C compensation
- Nfp Corporate Services (Pa), Inc. — Schedule C compensation