Employee Retirement Savings Plan - Premier Health Partners — Form 5500 plan (Premier Health Partners)
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, Employee Retirement Savings Plan - Premier Health Partners is a benefit plan reported by Premier Health Partners under EIN 31-1446699 and plan number 002. The latest loaded filing year is 2023. The filing reports 14,427 participants and $504,939,974 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Premier Health Partners
- EIN
- 31-1446699
- Plan number
- 002
- Plan type
- 2
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 14,427
- End-of-year plan assets
- $504,939,974
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,427 | H, C | 20241010183316NAL0041853074001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $504,939,974
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $504,939,974
- Net assets (BOY)
- $428,103,631
Income & contributions
- Participant contributions
- $46,586,732
- Total contributions
- $49,144,225
- Total income / additions
- $123,966,714
Expenses & distributions
- Benefits paid
- $46,736,904
- Administrative expenses
- $211,414
- Total expenses
- $47,130,371
- Net increase / (decrease)
- $76,836,343
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $155,087 | $0 | 2023 |
| Mercer Investments, LLC | INVESTMENT ADVISOR | $29,841 | not reported in the loaded dataset | 2023 |
| Clark Schaefer Hackett & Co | AUDITOR | $23,050 | not reported in the loaded dataset | 2023 |
| Voya Retirement Ins And Annuity Co | NONE | $2,536 | $0 | 2023 |
| Empower Annuity Ins Co | NONE | $169 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Premier Health Partners
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Fid Inv Inst Ops Co — Schedule C compensation
- Mercer Investments, LLC — Schedule C compensation
- Clark Schaefer Hackett & Co — Schedule C compensation
- Voya Retirement Ins And Annuity Co — Schedule C compensation
- Empower Annuity Ins Co — Schedule C compensation