2023 Form 5500 filing — Adelphoi Usa, Inc. Tax Deferred Annuity 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 20240605062622NAL0043669234001) for Adelphoi Usa, Inc. Tax Deferred Annuity Plan, reported by Adelphoi Usa, Inc. under EIN 23-7170997 and plan number 001. It reports 1,197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240605062622NAL0043669234001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adelphoi Usa, Inc.
- EIN
- 23-7170997
- Plan number
- 001
- Location
- Latrobe, PA
- Participants
- 1,197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,644,808
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,644,808
- Employer contributions
- $596,664
- Participant contributions
- $1,773,979
- Total income / additions
- $6,273,839
- Benefits paid
- $1,885,757
- Administrative expenses
- $104,393
- Total expenses
- $1,993,073
- Net increase / (decrease)
- $4,280,766
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER & OTHER | $80,369 | $0 |
| Dunbar, Bender & Zapf, Inc. | CONTRACT ADMIN | $17,453 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,096 | not reported in the loaded dataset |