401k Plan data: SERVICEMASTER BRANDS 401(K) PLAN plan

SERVICEMASTER BRANDS 401(K) PLAN 401k Plan overview

Plan Name	SERVICEMASTER BRANDS 401(K) PLAN
Plan identification number	001

SERVICEMASTER BRANDS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SERVICEMASTER OPCO HOLDINGS LLC has sponsored the creation of one or more 401k plans.

Company Name: SERVICEMASTER OPCO HOLDINGS LLC

Employer identification number (EIN): 853179170

NAIC Classification: 533110
NAIC Description: Lessors of Nonfinancial Intangible Assets (except Copyrighted Works)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SERVICEMASTER BRANDS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01

Plan Statistics for SERVICEMASTER BRANDS 401(K) PLAN

401k plan membership statisitcs for SERVICEMASTER BRANDS 401(K) PLAN

Measure Date Value
2023: SERVICEMASTER BRANDS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 418
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 346
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 135
Total of all active and inactive participants 2023-01-01 481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 482
Number of participants with account balances 2023-01-01 456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 38
2022: SERVICEMASTER BRANDS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 692
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 301
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 108
Total of all active and inactive participants 2022-01-01 409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 410
Number of participants with account balances 2022-01-01 385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 59
2021: SERVICEMASTER BRANDS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 625
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 299
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 392
Total of all active and inactive participants 2021-01-01 691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 691
Number of participants with account balances 2021-01-01 668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 156

Measure	Date	Value
2023: SERVICEMASTER BRANDS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	418
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	346
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	135
Total of all active and inactive participants	2023-01-01	481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	482
Number of participants with account balances	2023-01-01	456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	38
2022: SERVICEMASTER BRANDS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	692
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	301
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	108
Total of all active and inactive participants	2022-01-01	409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	410
Number of participants with account balances	2022-01-01	385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	59
2021: SERVICEMASTER BRANDS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	625
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	299
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	392
Total of all active and inactive participants	2021-01-01	691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	691
Number of participants with account balances	2021-01-01	668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	156

Financial Data on SERVICEMASTER BRANDS 401(K) PLAN

Measure	Date	Value
2023 : SERVICEMASTER BRANDS 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$6,209,147
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,379,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,367,726
Expenses. Certain deemed distributions of participant loans	2023-12-31	$8,485
Value of total corrective distributions	2023-12-31	$162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$3,929,890
Value of total assets at end of year	2023-12-31	$15,820,774
Value of total assets at beginning of year	2023-12-31	$11,991,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$3,000
Total interest from all sources	2023-12-31	$11,899
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$395,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$395,137
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$2,326,741
Participant contributions at end of year	2023-12-31	$168,401
Participant contributions at beginning of year	2023-12-31	$193,374
Participant contributions at end of year	2023-12-31	$77,592
Participant contributions at beginning of year	2023-12-31	$56,060
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$650,709
Other income not declared elsewhere	2023-12-31	$17,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$3,829,774
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$15,820,774
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$11,991,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$15,142,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$11,026,104
Interest on participant loans	2023-12-31	$11,899
Value of interest in common/collective trusts at end of year	2023-12-31	$363,078
Value of interest in common/collective trusts at beginning of year	2023-12-31	$640,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,840,950
Net investment gain or loss from common/collective trusts	2023-12-31	$13,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$952,440
Employer contributions (assets) at end of year	2023-12-31	$68,950
Employer contributions (assets) at beginning of year	2023-12-31	$75,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,367,726
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	WINDHAM BRANNON
Accountancy firm EIN	2023-12-31	581763439
2022 : SERVICEMASTER BRANDS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$1,162,511
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,512,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,414,515
Expenses. Certain deemed distributions of participant loans	2022-12-31	$69,588
Value of total corrective distributions	2022-12-31	$1,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,272,095
Value of total assets at end of year	2022-12-31	$11,991,000
Value of total assets at beginning of year	2022-12-31	$13,341,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$27,237
Total interest from all sources	2022-12-31	$10,535
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$314,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$314,317
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,911,873
Participant contributions at end of year	2022-12-31	$193,374
Participant contributions at beginning of year	2022-12-31	$228,963
Participant contributions at end of year	2022-12-31	$56,060
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$539,264
Other income not declared elsewhere	2022-12-31	$5,123
Administrative expenses (other) incurred	2022-12-31	$27,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,350,110
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,991,000
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,341,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,026,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,318,474
Interest on participant loans	2022-12-31	$10,535
Value of interest in common/collective trusts at end of year	2022-12-31	$640,389
Value of interest in common/collective trusts at beginning of year	2022-12-31	$703,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,452,062
Net investment gain or loss from common/collective trusts	2022-12-31	$12,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$820,958
Employer contributions (assets) at end of year	2022-12-31	$75,073
Employer contributions (assets) at beginning of year	2022-12-31	$90,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,414,515
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WINDHAM BRANNON, LLC
Accountancy firm EIN	2022-12-31	581763439
2021 : SERVICEMASTER BRANDS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$17,080,530
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,739,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,709,247
Expenses. Certain deemed distributions of participant loans	2021-12-31	$16,062
Value of total corrective distributions	2021-12-31	$241
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$15,703,489
Value of total assets at end of year	2021-12-31	$13,341,110
Value of total assets at beginning of year	2021-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$13,870
Total interest from all sources	2021-12-31	$8,475
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$474,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$474,031
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,873,023
Participant contributions at end of year	2021-12-31	$228,963
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$12,940,179
Administrative expenses (other) incurred	2021-12-31	$13,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$13,341,110
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,341,110
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$12,318,474
Interest on participant loans	2021-12-31	$8,418
Value of interest in common/collective trusts at end of year	2021-12-31	$703,456
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$57
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$884,889
Net investment gain or loss from common/collective trusts	2021-12-31	$9,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$890,287
Employer contributions (assets) at end of year	2021-12-31	$90,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,709,247
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WINDHAM BRANNON, LLC
Accountancy firm EIN	2021-12-31	581763439

Form 5500 Responses for SERVICEMASTER BRANDS 401(K) PLAN

2023: SERVICEMASTER BRANDS 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SERVICEMASTER BRANDS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SERVICEMASTER BRANDS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	First time form 5500 has been submitted	Yes
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

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SERVICEMASTER BRANDS HEALTH AND WELFARE PLAN [EIN = 853011273]

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Company Name:	SERVICEMASTER OPCO HOLDINGS LLC
Employer identification number (EIN):	853179170
NAIC Classification:	533110
NAIC Description:	Lessors of Nonfinancial Intangible Assets (except Copyrighted Works)