2023 Form 5500 filing — Aurora Salary Deferred 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 20241003134251NAL0017179200001) for Aurora Salary Deferred Savings Plan, reported by Aurora Cares, LLC Dba Tara Cares under EIN 36-4530507 and plan number 001. It reports 5,860 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003134251NAL0017179200001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aurora Cares, LLC Dba Tara Cares
- EIN
- 36-4530507
- Plan number
- 001
- Location
- Orchard Park, NY
- Participants
- 5,860
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,381,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,381,067
- Participant contributions
- $1,349,462
- Total income / additions
- $4,254,352
- Benefits paid
- $2,101,844
- Administrative expenses
- $66,282
- Total expenses
- $2,175,036
- Net increase / (decrease)
- $2,079,316
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $66,281 | $0 |
| The 401(K) Expert LLC | SERVICE PROVIDER | $0 | $20,000 |