The Alerislife Retirement Plan — Form 5500 plan (Alerislife, Inc.)
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, The Alerislife Retirement Plan is a benefit plan reported by Alerislife, Inc. under EIN 04-3516029 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,601 participants and $126,235,217 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alerislife, Inc.
- EIN
- 04-3516029
- Plan number
- 001
- Plan type
- 2
- Location
- Newton, MA
- Latest filing year
- 2023
- Participants
- 14,601
- End-of-year plan assets
- $126,235,217
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,601 | H, C | 20240906141932NAL0001500785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,235,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $126,235,217
- Net assets (BOY)
- $107,304,825
Income & contributions
- Employer contributions
- $6,955,252
- Participant contributions
- $12,852,924
- Total contributions
- $21,525,718
- Total income / additions
- $39,273,998
Expenses & distributions
- Benefits paid
- $19,763,672
- Administrative expenses
- $541,875
- Total expenses
- $20,343,606
- Net increase / (decrease)
- $18,930,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $290,354 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $131,999 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $92,572 | not reported in the loaded dataset | 2023 |
| Marcum Llp | AUDITOR | $25,750 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alerislife, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Newton, MA
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Marcum Llp — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation