2023 Form 5500 filing — National Renal Care 401(K) 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 20240924162638NAL0004824787001) for National Renal Care 401(K) Plan, reported by National Renal Care, LLC under EIN 47-4901709 and plan number 001. It reports 292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924162638NAL0004824787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Renal Care, LLC
- EIN
- 47-4901709
- Plan number
- 001
- Location
- Long Beach, CA
- Participants
- 292
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,481,213
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,481,213
- Employer contributions
- $262,458
- Participant contributions
- $1,036,208
- Total income / additions
- $2,691,357
- Benefits paid
- $591,023
- Administrative expenses
- $66,014
- Total expenses
- $658,468
- Net increase / (decrease)
- $2,032,889
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,350 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $24,002 | not reported in the loaded dataset |
| Empower Advisory Group, Inc. | INVESTMENT MANAGEMENT | $8,396 | not reported in the loaded dataset |