Plan5500

2023 Form 5500 filing — Ensemble Retirement Savings Plan 401(K)

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240826104323NAL0015621504001) for Ensemble Retirement Savings Plan 401(K), reported by Ensemble Health Partners Holdings, LLC under EIN 84-2528019 and plan number 021. It reports 9,925 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240826104323NAL0015621504001
Filing year
2023
Form type
2
Plan sponsor
Ensemble Health Partners Holdings, LLC
EIN
84-2528019
Plan number
021
Location
Cincinnati, OH
Participants
9,925
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$195,588,590
Total liabilities (EOY)
$0
Net assets (EOY)
$195,588,590
Employer contributions
$10,772,522
Participant contributions
$35,481,021
Total income / additions
$86,321,674
Benefits paid
$21,205,573
Administrative expenses
$692,319
Total expenses
$21,928,732
Net increase / (decrease)
$64,392,942
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$580,917$0
Nfp Retirement, Inc.ADVISOR/CONSULTANT$50,417not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$25,662not reported in the loaded dataset
Kestra Investment Services LLCADVISOR$14,583not reported in the loaded dataset
Cassell Plan AuditsACCOUNTANT/AUDITOR$13,500not reported in the loaded dataset
Nfp Corporate Services (Pa), Inc.INVESTMENT ADVISOR$7,500not reported in the loaded dataset

Related Form 5500 pages