2023 Form 5500 filing — Methodist Children'S Home Employees 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 20240729164905NAL0019700865001) for Methodist Children'S Home Employees Retirement Plan, reported by Methodist Children'S Home under EIN 74-1109750 and plan number 001. It reports 415 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729164905NAL0019700865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Methodist Children'S Home
- EIN
- 74-1109750
- Plan number
- 001
- Location
- Waco, TX
- Participants
- 415
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,615,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,615,941
- Employer contributions
- $950,847
- Participant contributions
- $751,345
- Total income / additions
- $4,485,095
- Benefits paid
- $1,951,566
- Administrative expenses
- $88,146
- Total expenses
- $2,072,131
- Net increase / (decrease)
- $2,412,964
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | RECORDKEEPER | $57,328 | not reported in the loaded dataset |
| Winnow Wealth, LLC | INVESTMENT ADVISOR | $35,302 | not reported in the loaded dataset |
| Pb&H Benefits | TPA | $30,810 | not reported in the loaded dataset |
| Leafhouse Financial Advisors | INVESTMENT ADVISOR | $8,826 | not reported in the loaded dataset |