Landmark Health Solutions Savings Plan — Form 5500 plan (Landmark Management Solutions 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, Landmark Health Solutions Savings Plan is a benefit plan reported by Landmark Management Solutions LLC under EIN 27-2540109 and plan number 001. The latest loaded filing year is 2023. The filing reports 534 participants and $12,346,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Landmark Management Solutions LLC
- EIN
- 27-2540109
- Plan number
- 001
- Plan type
- 2
- Location
- Haverhill, MA
- Latest filing year
- 2023
- Participants
- 534
- End-of-year plan assets
- $12,346,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 534 | H, C | 20241014144938NAL0026459233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,346,769
- Total liabilities (EOY)
- $6
- Net assets (EOY)
- $12,346,763
- Net assets (BOY)
- $9,261,783
Income & contributions
- Employer contributions
- $178,984
- Participant contributions
- $1,119,269
- Total contributions
- $1,695,742
- Total income / additions
- $3,292,052
Expenses & distributions
- Benefits paid
- $624,342
- Administrative expenses
- $55,172
- Total expenses
- $705,729
- Net increase / (decrease)
- $2,586,323
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $7,375 | $0 | 2023 |