2023 Form 5500 filing — Post Acute Partners 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 20241015111143NAL0029360113001) for Post Acute Partners Retirement Plan, reported by Post Acute Partners, LLC under EIN 27-3027795 and plan number 001. It reports 4,398 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111143NAL0029360113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Post Acute Partners, LLC
- EIN
- 27-3027795
- Plan number
- 001
- Location
- Buffalo, NY
- Participants
- 4,398
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,552,777
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,552,777
- Employer contributions
- $1,080,411
- Participant contributions
- $5,713,247
- Total income / additions
- $14,619,950
- Benefits paid
- $6,384,017
- Administrative expenses
- $173,903
- Total expenses
- $6,691,915
- Net increase / (decrease)
- $7,928,035
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $144,860 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset |
| The Bonadio Group | NONE | $5,000 | not reported in the loaded dataset |