2023 Form 5500 filing — Pediatric Home Service Employees 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 20241010172151NAL0034860976001) for Pediatric Home Service Employees Savings Plan, reported by Pediatric Home Respiratory Services, LLC D/B/A Pediatric Home Service under EIN 41-1656511 and plan number 001. It reports 1,756 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010172151NAL0034860976001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pediatric Home Respiratory Services, LLC D/B/A Pediatric Home Service
- EIN
- 41-1656511
- Plan number
- 001
- Location
- Roseville, MN
- Participants
- 1,756
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,161,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,161,246
- Employer contributions
- $1,196,470
- Participant contributions
- $3,594,224
- Total income / additions
- $11,222,033
- Benefits paid
- $4,108,997
- Administrative expenses
- $144,953
- Total expenses
- $4,253,950
- Net increase / (decrease)
- $6,968,083
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $112,942 | $0 |
| Commonwealth Equity | INVESTMENT ADVISOR | $38,465 | not reported in the loaded dataset |
| Lincoln Financial Advisors Corp | OTHER | -$1,298 | not reported in the loaded dataset |
| Advanced Capital Group | OTHER | -$5,156 | not reported in the loaded dataset |