2023 Form 5500 filing — Welch Senior Living, LLC Savings 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 20240916134825NAL0002909680001) for Welch Senior Living, LLC Savings Plan, reported by Welch Senior Living, LLC under EIN 81-4769421 and plan number 002. It reports 579 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916134825NAL0002909680001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Welch Senior Living, LLC
- EIN
- 81-4769421
- Plan number
- 002
- Location
- Rockland, MA
- Participants
- 579
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,266,107
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,266,107
- Employer contributions
- $74,227
- Participant contributions
- $612,248
- Total income / additions
- $2,498,102
- Benefits paid
- $1,309,476
- Administrative expenses
- $89,871
- Total expenses
- $1,399,347
- Net increase / (decrease)
- $1,098,755
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Heritage Pension Services, Inc | RECORDKEEPER, TPA | $76,221 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | NONE | $13,600 | not reported in the loaded dataset |