Senior Operations LLC Retirement Plan — Form 5500 plan (Senior Operations 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, Senior Operations LLC Retirement Plan is a benefit plan reported by Senior Operations LLC under EIN 94-2918781 and plan number 002. The latest loaded filing year is 2023. The filing reports 974 participants and $44,336,498 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Senior Operations LLC
- EIN
- 94-2918781
- Plan number
- 002
- Plan type
- 2
- Location
- Bartlett, IL
- Latest filing year
- 2023
- Participants
- 974
- End-of-year plan assets
- $44,336,498
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 974 | H, C | 20240927130333NAL0001270435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,336,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,336,498
- Net assets (BOY)
- $43,692,201
Income & contributions
- Employer contributions
- $500,000
- Total contributions
- $500,000
- Total income / additions
- $3,865,365
Expenses & distributions
- Benefits paid
- $3,221,068
- Administrative expenses
- $0
- Total expenses
- $3,221,068
- Net increase / (decrease)
- $644,297
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Massachusetts Mutual Life Ins. Co. | CONTRACT ADMINISTRATOR | $0 | $0 | 2023 |
| Delaware Investments | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Vanguard | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Empower Annuity Ins Company Of Amer | CONTACT ADMINISTRATOR | $0 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Company Of Amer | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Senior Operations LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Bartlett, IL
- Massachusetts Mutual Life Ins. Co. — Schedule C compensation
- Delaware Investments — Schedule C compensation
- Vanguard — Schedule C compensation
- Empower Annuity Ins Company Of Amer — Schedule C compensation