2023 Form 5500 filing — Premere Rehab, LLC 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 20241015132414NAL0016480867002) for Premere Rehab, LLC 401(K) Plan, reported by Premere Rehab, LLC under EIN 20-0962392 and plan number 001. It reports 1,657 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132414NAL0016480867002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premere Rehab, LLC
- EIN
- 20-0962392
- Plan number
- 001
- Location
- Tualatin, OR
- Participants
- 1,657
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,552,768
- Net assets (EOY)
- $47,552,768
- Employer contributions
- $267,188
- Participant contributions
- $3,224,591
- Total income / additions
- $11,368,768
- Benefits paid
- $5,296,423
- Administrative expenses
- $187,547
- Total expenses
- $5,486,021
- Net increase / (decrease)
- $5,882,747
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Inst. Op. Co. | RECORDKEEPER | $97,688 | $0 |
| Phillips & Company Securities Inc | ADVISOR | $54,444 | not reported in the loaded dataset |
| Prime Pensions Northwest, LLC | PLAN ADMINISTRATOR | $24,915 | not reported in the loaded dataset |
| Moss Adams Llp | AUDITOR | $10,500 | not reported in the loaded dataset |