Kindercare Education Savings And Investment Plan — Form 5500 plan (Kindercare Education 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, Kindercare Education Savings And Investment Plan is a benefit plan reported by Kindercare Education LLC under EIN 06-1097006 and plan number 002. The latest loaded filing year is 2023. The filing reports 40,550 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kindercare Education LLC
- EIN
- 06-1097006
- Plan number
- 002
- Plan type
- 2
- Location
- Lake Oswego, OR
- Latest filing year
- 2023
- Participants
- 40,550
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 40,550 | H, C | 20241015161353NAL0048848816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $199,561,881
Income & contributions
- Employer contributions
- $4,832,721
- Participant contributions
- $19,187,897
- Total contributions
- $25,739,310
- Total income / additions
- $60,488,191
Expenses & distributions
- Benefits paid
- $24,263,657
- Administrative expenses
- $1,089,565
- Total expenses
- $25,342,112
- Net increase / (decrease)
- $35,146,079
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $493,889 | $0 | 2023 |
| Creative Planning LLC | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $24,829 | not reported in the loaded dataset | 2023 |
| Kuehg Corp Dba Kindercare Education | NONE | $16,800 | not reported in the loaded dataset | 2023 |
| Jones & Roth Pc | NONE | $16,600 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kindercare Education LLC
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Lake Oswego, OR
- Empower Annuity Insurance Company O — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Kuehg Corp Dba Kindercare Education — Schedule C compensation
- Jones & Roth Pc — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation