2023 Form 5500 filing — Mariner Wealth Advisors Pooled Employer 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 20240522095649NAL0001712339001) for Mariner Wealth Advisors Pooled Employer Plan, reported by Slavic Integrated Administration, Inc. under EIN 65-0608221 and plan number 003. It reports 155 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240522095649NAL0001712339001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Slavic Integrated Administration, Inc.
- EIN
- 65-0608221
- Plan number
- 003
- Location
- Boca Raton, FL
- Participants
- 155
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,491,059
- Net assets (EOY)
- $1,491,059
- Employer contributions
- $154,083
- Participant contributions
- $454,276
- Total income / additions
- $822,596
- Benefits paid
- $11,362
- Administrative expenses
- $9,619
- Total expenses
- $30,238
- Net increase / (decrease)
- $792,358
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slavic Integrated Administration | TPA | $9,619 | not reported in the loaded dataset |
| Mariner Wealth Advisors | INVESTMENT ADVISOR | $6,937 | not reported in the loaded dataset |