2023 Form 5500 filing — Saint Mary'S Home Of Erie 403(B) 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 20240614133733NAL0016999907001) for Saint Mary'S Home Of Erie 403(B) Plan, reported by Saint Mary'S Home Of Erie under EIN 25-1073144 and plan number 001. It reports 424 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240614133733NAL0016999907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saint Mary'S Home Of Erie
- EIN
- 25-1073144
- Plan number
- 001
- Location
- Erie, PA
- Participants
- 424
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,248,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,248,731
- Employer contributions
- $196,916
- Participant contributions
- $371,308
- Total income / additions
- $1,576,263
- Benefits paid
- $2,553,199
- Administrative expenses
- $102,624
- Total expenses
- $2,705,410
- Net increase / (decrease)
- -$1,129,147
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Retirement Services | RECORDKEEPER | $55,780 | not reported in the loaded dataset |
| Dunbar, Bender & Zapf, Inc. | TPA | $23,750 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | AUDITOR | $23,094 | not reported in the loaded dataset |