Thedacare, Inc. Pension Plan — Form 5500 plan (Thedacare 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, Thedacare, Inc. Pension Plan is a benefit plan reported by Thedacare Inc. under EIN 39-1509362 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,903 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thedacare Inc.
- EIN
- 39-1509362
- Plan number
- 001
- Plan type
- 2
- Location
- Neenah, WI
- Latest filing year
- 2023
- Participants
- 2,903
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,903 | H, C | 20240916140120NAL0001082035003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $154,249,639
Income & contributions
- Employer contributions
- $11,250,000
- Total contributions
- $11,250,000
- Total income / additions
- $13,916,311
Expenses & distributions
- Benefits paid
- $166,938,196
- Administrative expenses
- $1,227,754
- Total expenses
- $168,165,950
- Net increase / (decrease)
- -$154,249,639
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $615,670 | $0 | 2023 |
| Jp Morgan Investment Mgmt Inc | INVESTMENT MANAGER | $199,317 | not reported in the loaded dataset | 2023 |
| Brentwood Asset Advisors | CONSULTANT | $105,000 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $100,399 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thedacare Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Neenah, WI
- Transamerica Retirement Solutions — Schedule C compensation
- Jp Morgan Investment Mgmt Inc — Schedule C compensation
- Brentwood Asset Advisors — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation