Emeritus Corporation 401(k) Plan (terminated 2014): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2014. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Emeritus Corporation 401(k) Plan Facts (plan year 2014)

Plan name
EMERITUS ASSISTED LIVING 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
EMERITUS CORPORATION
Participants
23,247
Former employees with a balance
0
Employer contributions
$462,805 in plan year 2014 (12% of all contributions)
Plan year
Jan 1, 2014 – Oct 23, 2014
Plan established
Jan 1, 1996
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2014 (Jan 1, 2014 – Oct 23, 2014), filed Mar 2, 2015. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2014

  • $4.00 million went into the plan in contributions, $462,805 of it from the employer (12%).
  • $41.0 million was paid out to participants.
  • Investment and other income added $642,099.

How the Emeritus Corporation 401(k) changed, 2009–2014

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
200914,726$17.8 million$439,597$1.87 million
201021,582$21.3 million$405,269$2.15 million
201124,321$24.4 million$653,025$2.68 million
201227,162$29.0 million$713,378$4.31 million
201323,432$36.7 million$775,045$4.36 million
2014 (final)23,247$0$462,805$41.0 million

Emeritus Corporation 401(k) Contact Information

Phone
206-378-4178
Mailing address
3131 ELLIOTT AVE., STE 500, SEATTLE WA 98121
Plan sponsor
EMERITUS CORPORATION
Employer identification number (EIN)
91-1605464
Plan number
001

Questions about the Emeritus Corporation 401(k)

Is the Emeritus Corporation 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2014.

Does Emeritus Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2014 the employer contributed $462,805, 12% of all contributions.

Does the Emeritus Corporation 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Emeritus Corporation 401(k) plan?

23,247 participants at the start of plan year 2014.

Who manages the Emeritus Corporation 401(k) accounts?

Capital Group / American Funds is the plan's recordkeeper, which is where participants log in to see their balance.

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