Sunrise Senior Living 401(K) Plan — Form 5500 plan (Sunrise Senior Living, 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, Sunrise Senior Living 401(K) Plan is a benefit plan reported by Sunrise Senior Living, LLC under EIN 54-1746596 and plan number 001. The latest loaded filing year is 2023. The filing reports 26,578 participants and $333,311,609 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunrise Senior Living, LLC
- EIN
- 54-1746596
- Plan number
- 001
- Plan type
- 2
- Location
- Mclean, VA
- Latest filing year
- 2023
- Participants
- 26,578
- End-of-year plan assets
- $333,311,609
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26,578 | H, C | 20241010134917NAL0034211296001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $333,311,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $333,311,609
- Net assets (BOY)
- $289,572,523
Income & contributions
- Employer contributions
- $10,767,382
- Participant contributions
- $35,193,663
- Total contributions
- $48,386,608
- Total income / additions
- $90,435,310
Expenses & distributions
- Benefits paid
- $44,625,469
- Administrative expenses
- $1,729,382
- Total expenses
- $46,696,224
- Net increase / (decrease)
- $43,739,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,605,801 | $0 | 2023 |
| Baker Tilly Us Llp | NONE | $48,300 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services LLC | NONE | $44,003 | not reported in the loaded dataset | 2023 |
| Hunton & Williams Llp | NONE | $14,992 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sunrise Senior Living, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Mclean, VA
- Empower Annuity Insurance Company O — Schedule C compensation
- Baker Tilly Us Llp — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Hunton & Williams Llp — Schedule C compensation