Long-Term Care Partners 401(K) Plan — Form 5500 plan (Long Term Care Partners, 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, Long-Term Care Partners 401(K) Plan is a benefit plan reported by Long Term Care Partners, LLC under EIN 41-2029885 and plan number 001. The latest loaded filing year is 2023. The filing reports 524 participants and $54,388,545 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Long Term Care Partners, LLC
EIN
41-2029885
Plan number
001
Plan type
2
Location
Portsmouth, NH
Latest filing year
2023
Participants
524
End-of-year plan assets
$54,388,545

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023524H, C20240926143216NAL0000790977001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,388,545
Total liabilities (EOY)
$0
Net assets (EOY)
$54,388,545
Net assets (BOY)
$43,473,898

Income & contributions

Employer contributions
$1,875,915
Participant contributions
$2,908,175
Total contributions
$5,313,443
Total income / additions
$14,109,943

Expenses & distributions

Benefits paid
$3,119,529
Administrative expenses
$18,384
Total expenses
$3,195,296
Net increase / (decrease)
$10,914,647

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$12,640not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$5,744$02023

Related Form 5500 pages