Liberty Healthcare Corporation Savings Plan — Form 5500 plan (Liberty Healthcare Corporation)

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, Liberty Healthcare Corporation Savings Plan is a benefit plan reported by Liberty Healthcare Corporation under EIN 23-2428586 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,367 participants and $28,564,492 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Liberty Healthcare Corporation
EIN
23-2428586
Plan number
001
Plan type
2
Location
Bala Cynwyd, PA
Latest filing year
2023
Participants
1,367
End-of-year plan assets
$28,564,492

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,367H, C20240911130856NAL0003655635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,564,492
Total liabilities (EOY)
$0
Net assets (EOY)
$28,564,492
Net assets (BOY)
$23,060,417

Income & contributions

Employer contributions
$0
Participant contributions
$3,764,361
Total contributions
$4,381,721
Total income / additions
$8,491,166

Expenses & distributions

Benefits paid
$2,935,888
Administrative expenses
$35,295
Total expenses
$2,987,091
Net increase / (decrease)
$5,504,075

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$35,295$02023
Cliftonlarsonallen Wealth AdvisorsCONSULTANT/INVEST ADVISOR$0not reported in the loaded dataset2023

Related Form 5500 pages