Davita Retirement Savings Plan — Form 5500 plan (Davita 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, Davita Retirement Savings Plan is a benefit plan reported by Davita Inc. under EIN 51-0354549 and plan number 001. The latest loaded filing year is 2023. The filing reports 78,356 participants and $3,326,219,779 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Davita Inc.
- EIN
- 51-0354549
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 78,356
- End-of-year plan assets
- $3,326,219,779
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 78,356 | H, C | 20240716104430NAL0004176240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,326,219,779
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,326,219,779
- Net assets (BOY)
- $2,752,386,790
Income & contributions
- Employer contributions
- $73,828,267
- Participant contributions
- $300,314,145
- Total contributions
- $394,563,330
- Total income / additions
- $866,668,436
Expenses & distributions
- Benefits paid
- $284,221,839
- Administrative expenses
- $6,827,901
- Total expenses
- $292,835,447
- Net increase / (decrease)
- $573,832,989
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Institutional Plan Services | RECORD KEEPER | $3,511,865 | $0 | 2023 |
| Voya Retirement Advisors, LLC | CONSULTANT | $3,134,297 | not reported in the loaded dataset | 2023 |
| Aon | CONSULTANT | $98,649 | not reported in the loaded dataset | 2023 |
| Moss Adams | AUDITOR | $55,125 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Davita Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Voya Institutional Plan Services — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation
- Aon — Schedule C compensation
- Moss Adams — Schedule C compensation