Us Fertility Holdings, LLC Profit Sharing Plan — Form 5500 plan (Us Fertility 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, Us Fertility Holdings, LLC Profit Sharing Plan is a benefit plan reported by Us Fertility Holdings, LLC under EIN 85-1687446 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,363 participants and $115,175,130 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Us Fertility Holdings, LLC
- EIN
- 85-1687446
- Plan number
- 001
- Plan type
- 2
- Location
- Rockville, MD
- Latest filing year
- 2023
- Participants
- 2,363
- End-of-year plan assets
- $115,175,130
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,363 | H, C | 20240827143935NAL0019947056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $115,175,130
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $115,175,130
- Net assets (BOY)
- $86,440,000
Income & contributions
- Employer contributions
- $4,449,467
- Participant contributions
- $12,889,359
- Total contributions
- $20,894,682
- Total income / additions
- $37,026,252
Expenses & distributions
- Benefits paid
- $7,944,547
- Administrative expenses
- $346,575
- Total expenses
- $8,291,122
- Net increase / (decrease)
- $28,735,130
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $388,086 | $0 | 2023 |
| Frank Pension Consultants, Ltd. | CONTRACT ADMINISTRATOR | $46,304 | $23,954 | 2023 |
| Mercer | CONSULTANT | $30,000 | $30,000 | 2023 |
| Lawrence J. Einsenberg P.C. | LEGAL | $6,825 | $7,020 | 2023 |
| Cassell Plan Audits, Inc. | OTHER SERVICES | $0 | $11,500 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Us Fertility Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Rockville, MD
- Principal Life Insurance Company — Schedule C compensation
- Frank Pension Consultants, Ltd. — Schedule C compensation
- Mercer — Schedule C compensation
- Lawrence J. Einsenberg P.C. — Schedule C compensation
- Cassell Plan Audits, Inc. — Schedule C compensation