Learning Care Group Retirement Savings Plan — Form 5500 plan (La Petite Academy, 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, Learning Care Group Retirement Savings Plan is a benefit plan reported by La Petite Academy, Inc. under EIN 43-1243221 and plan number 003. The latest loaded filing year is 2023. The filing reports 23,128 participants and $88,715,659 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
La Petite Academy, Inc.
EIN
43-1243221
Plan number
003
Plan type
2
Location
Carol Stream, MI
Latest filing year
2023
Participants
23,128
End-of-year plan assets
$88,715,659

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202323,128H, C20240926143723NAL0000922209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$88,715,659
Total liabilities (EOY)
$401,322
Net assets (EOY)
$88,314,337
Net assets (BOY)
$73,146,666

Income & contributions

Employer contributions
$2,194,661
Participant contributions
$8,516,657
Total contributions
$12,266,073
Total income / additions
$24,915,342

Expenses & distributions

Benefits paid
$9,405,490
Administrative expenses
$340,581
Total expenses
$9,747,671
Net increase / (decrease)
$15,167,671

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$250,981$02023
Plante MoranACCOUNTANT$59,600not reported in the loaded dataset2023
Bks Retirement ServicesINVESTMENT MANAGEMENT$30,000not reported in the loaded dataset2023

Related Form 5500 pages