2023 Form 5500 filing — Kindercare Education Savings And Investment 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 20241015161353NAL0048848816001) for Kindercare Education Savings And Investment Plan, reported by Kindercare Education LLC under EIN 06-1097006 and plan number 002. It reports 40,550 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161353NAL0048848816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kindercare Education LLC
- EIN
- 06-1097006
- Plan number
- 002
- Location
- Lake Oswego, OR
- Participants
- 40,550
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $4,832,721
- Participant contributions
- $19,187,897
- Total income / additions
- $60,488,191
- Benefits paid
- $24,263,657
- Administrative expenses
- $1,089,565
- Total expenses
- $25,342,112
- Net increase / (decrease)
- $35,146,079
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $493,889 | $0 |
| Creative Planning LLC | NONE | $75,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $24,829 | not reported in the loaded dataset |
| Kuehg Corp Dba Kindercare Education | NONE | $16,800 | not reported in the loaded dataset |
| Jones & Roth Pc | NONE | $16,600 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $600 | not reported in the loaded dataset |