Premier Healthcare Solutions, Inc. Retirement Savings Plan — Form 5500 plan (Premier Healthcare Solutions, Inc.)
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, Premier Healthcare Solutions, Inc. Retirement Savings Plan is a benefit plan reported by Premier Healthcare Solutions, Inc. under EIN 33-0054358 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,993 participants and $645,263,788 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Premier Healthcare Solutions, Inc.
- EIN
- 33-0054358
- Plan number
- 002
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 3,993
- End-of-year plan assets
- $645,263,788
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,993 | H, C | 20241015173551NAL0029270945002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $645,263,788
- Net assets (EOY)
- $645,263,788
- Net assets (BOY)
- $529,845,030
Income & contributions
- Employer contributions
- $12,966,403
- Participant contributions
- $31,444,833
- Total contributions
- $51,730,091
- Total income / additions
- $166,471,102
Expenses & distributions
- Benefits paid
- $50,804,498
- Administrative expenses
- $247,846
- Total expenses
- $51,052,344
- Net increase / (decrease)
- $115,418,758
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc, | ADVISOR | $220,315 | not reported in the loaded dataset | 2023 |
| Cook Street Consulting | CONSULTANT | $50,732 | not reported in the loaded dataset | 2023 |
| Windham Brannon, LLC | ACCOUNTANT | $19,600 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Premier Healthcare Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Strategic Advisors, Inc, — Schedule C compensation
- Cook Street Consulting — Schedule C compensation
- Windham Brannon, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation