2023 Form 5500 filing — United Methodist Homes 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 20240724105030NAL0007362579001) for United Methodist Homes 403 B Plan, reported by Umh Management Services Corp. under EIN 16-1486032 and plan number 001. It reports 978 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724105030NAL0007362579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Umh Management Services Corp.
- EIN
- 16-1486032
- Plan number
- 001
- Location
- Binghamton, NY
- Participants
- 978
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,114,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,114,155
- Participant contributions
- $1,238,166
- Total income / additions
- $5,620,916
- Benefits paid
- $4,417,566
- Administrative expenses
- $121,577
- Total expenses
- $4,540,083
- Net increase / (decrease)
- $1,080,833
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plan Admin Service LLC | NONE | $61,607 | $0 |
| Lpl Financial | NONE | $50,970 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | AUDITOR | $9,000 | not reported in the loaded dataset |