2023 Form 5500 filing — The Alerislife Retirement Plan
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 20240906141932NAL0001500785001) for The Alerislife Retirement Plan, reported by Alerislife, Inc. under EIN 04-3516029 and plan number 001. It reports 14,601 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906141932NAL0001500785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alerislife, Inc.
- EIN
- 04-3516029
- Plan number
- 001
- Location
- Newton, MA
- Participants
- 14,601
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $126,235,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $126,235,217
- Employer contributions
- $6,955,252
- Participant contributions
- $12,852,924
- Total income / additions
- $39,273,998
- Benefits paid
- $19,763,672
- Administrative expenses
- $541,875
- Total expenses
- $20,343,606
- Net increase / (decrease)
- $18,930,392
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $290,354 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $131,999 | not reported in the loaded dataset |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $92,572 | not reported in the loaded dataset |
| Marcum Llp | AUDITOR | $25,750 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |