Premere Rehab, LLC 401(K) Plan — Form 5500 plan (Premere Rehab, 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, Premere Rehab, LLC 401(K) Plan is a benefit plan reported by Premere Rehab, LLC under EIN 20-0962392 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,657 participants and $47,552,768 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Premere Rehab, LLC
EIN
20-0962392
Plan number
001
Plan type
2
Location
Tualatin, OR
Latest filing year
2023
Participants
1,657
End-of-year plan assets
$47,552,768

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,657H, C20241015132414NAL0016480867002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,552,768
Net assets (EOY)
$47,552,768
Net assets (BOY)
$41,670,021

Income & contributions

Employer contributions
$267,188
Participant contributions
$3,224,591
Total contributions
$3,716,468
Total income / additions
$11,368,768

Expenses & distributions

Benefits paid
$5,296,423
Administrative expenses
$187,547
Total expenses
$5,486,021
Net increase / (decrease)
$5,882,747

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Inst. Op. Co.RECORDKEEPER$97,688$02023
Phillips & Company Securities IncADVISOR$54,444not reported in the loaded dataset2023
Prime Pensions Northwest, LLCPLAN ADMINISTRATOR$24,915not reported in the loaded dataset2023
Moss Adams LlpAUDITOR$10,500not reported in the loaded dataset2023

Related Form 5500 pages