2023 Form 5500 filing — Rocky Mountain Ser/Jobs For Progress Employee Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240415154049NAL0002730624001) for Rocky Mountain Ser/Jobs For Progress Employee Retirement Plan, reported by Rocky Mountain Service Employment Redevelopment (Rmser) under EIN 84-0826906 and plan number 001. It reports 335 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240415154049NAL0002730624001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rocky Mountain Service Employment Redevelopment (Rmser)
- EIN
- 84-0826906
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 335
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,461,416
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,461,416
- Participant contributions
- $20,514
- Total income / additions
- $305,911
- Benefits paid
- $206,536
- Administrative expenses
- $41,751
- Total expenses
- $248,287
- Net increase / (decrease)
- $57,624
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $33,079 | $0 |
| Lincoln National Corporation | SERVICE PROVIDER | $22,159 | $0 |
| Stadion Money Management | SERVICE PROVIDER | $13,706 | $0 |
| The Retirement Advantage | TPA | $10,737 | not reported in the loaded dataset |
| Stadion Money Management | SERVICE PROVIDER | $8,855 | $0 |
| The Retirement Advantage | TPA | $7,160 | not reported in the loaded dataset |