Plan5500

Chemed/Roto Rooter Savings & Retirement Plan — Form 5500 plan (Chemed 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, Chemed/Roto Rooter Savings & Retirement Plan is a benefit plan reported by Chemed Corporation under EIN 31-0791746 and plan number 104. The latest loaded filing year is 2023. The filing reports 4,255 participants and $352,623,479 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chemed Corporation
EIN
31-0791746
Plan number
104
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
4,255
End-of-year plan assets
$352,623,479

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,255H, C20240702084637NAL0004766545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$352,623,479
Total liabilities (EOY)
$128,105
Net assets (EOY)
$352,495,374
Net assets (BOY)
$307,990,645

Income & contributions

Employer contributions
$11,169,661
Participant contributions
$15,955,090
Total contributions
$28,465,807
Total income / additions
$75,067,836

Expenses & distributions

Benefits paid
$29,101,951
Administrative expenses
$196,972
Total expenses
$30,563,107
Net increase / (decrease)
$44,504,729

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithRECORDKEEPER$0$397,1312023
Merrill Lynch Pierce Fenner & SmithRECORDKEEPER$111,143not reported in the loaded dataset2023
Merrill Lynch Pierce Fenner & SmithRECORDKEEPER$0$02023

Related Form 5500 pages