Plan5500

The Forest At Duke — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Forest At Duke (EIN 56-1630158) is a plan sponsor located in Durham, NC with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-1630158
Location
Durham, NC
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Forest At Duke

  • 5 loaded plans hold $7.7M in reported assets.
  • The largest, The Forest At Duke 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,083 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.7MSummed across loaded plans$7,709,395
Total reported assets$7.7M$7,709,395
Total reported participants1.1K1,083
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.7M total assets
Net assets$7.7MLiabilities$0
Contributions & income
Employer contributions$257.5K
Participant contributions$305.2K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$477.3K
Total expenses$481.1K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Forest At Duke 403(B) Plan
Participants per plan217Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Forest At Duke 403(B) Plan$7.7M
    Plan #001 · 385 participants · 2023
  2. 2
    The Forest At Duke Dental Plannot reported in the loaded dataset
    Plan #502 · 230 participants · 2023
  3. 3
    The Forest At Duke Life And Disability Plannot reported in the loaded dataset
    Plan #501 · 198 participants · 2023
  4. 4
    The Forest At Duke Vision Plannot reported in the loaded dataset
    Plan #504 · 169 participants · 2023
  5. 5
    The Forest At Duke Medical Plannot reported in the loaded dataset
    Plan #503 · 101 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Forest At Duke. Open one for its full reported snapshot.

  1. 2023
    The Forest At Duke Dental Plan230 participants · 2No schedules
    View filing →
  2. 2023
    The Forest At Duke Life And Disability Plan198 participants · 2No schedules
    View filing →
  3. 2023
    The Forest At Duke Medical Plan101 participants · 2No schedules
    View filing →
  4. 2023
    The Forest At Duke Vision Plan169 participants · 2No schedules
    View filing →
  5. 2023
    The Forest At Duke 403(B) Plan385 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Forest At Duke report on Form 5500?
The Forest At Duke (EIN 56-1630158) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Forest At Duke?
The Employer Identification Number (EIN) reported for The Forest At Duke is 56-1630158.
What is the latest Form 5500 filing year for The Forest At Duke?
The latest loaded Form 5500 filing year for The Forest At Duke is 2023.

Related Form 5500 pages