Serta Simmons Bedding 401(K) Retirement Plan — Form 5500 plan (Serta Simmons Bedding, LLC)

Plain-English plan 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, Serta Simmons Bedding 401(K) Retirement Plan is a benefit plan reported by Serta Simmons Bedding, LLC under EIN 01-0931874 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,848 participants and $265,889,654 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Serta Simmons Bedding, LLC
EIN
01-0931874
Plan number
001
Plan type
2
Location
Doraville, GA
Latest filing year
2023
Participants
4,848
End-of-year plan assets
$265,889,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,848H, C20241011190147NAL0038062272001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$265,889,654
Total liabilities (EOY)
$0
Net assets (EOY)
$265,889,654
Net assets (BOY)
$249,098,503

Income & contributions

Employer contributions
$8,438,498
Participant contributions
$14,357,459
Total contributions
$23,522,991
Total income / additions
$64,462,334

Expenses & distributions

Benefits paid
$47,217,590
Administrative expenses
$409,797
Total expenses
$47,671,183
Net increase / (decrease)
$16,791,151

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$278,087$02023
CaptrustCONSULTANT$100,465not reported in the loaded dataset2023
Windham BrannonACCOUNTANT$26,000not reported in the loaded dataset2023

Related Form 5500 pages