2023 Form 5500 filing — Senior Service America, Inc. Staff Pension 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 20240730102940NAL0019889777003) for Senior Service America, Inc. Staff Pension Plan, reported by Senior Service America, Inc. under EIN 52-1763637 and plan number 001. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730102940NAL0019889777003
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Senior Service America, Inc.
- EIN
- 52-1763637
- Plan number
- 001
- Location
- Silver Spring, MD
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,675,167
- Total liabilities (EOY)
- $28,805
- Net assets (EOY)
- $48,646,362
- Total income / additions
- $7,238,293
- Benefits paid
- $1,533,030
- Administrative expenses
- $221,360
- Total expenses
- $1,754,390
- Net increase / (decrease)
- $5,483,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | ACTUARY | $80,906 | not reported in the loaded dataset |
| Amalgamated Bank | INVESTMENT MANAGER | $21,558 | $0 |
| Adp | NONE | $16,699 | not reported in the loaded dataset |
| Gorfine Schiller & Gardyn Pa | AUDITOR | $14,500 | not reported in the loaded dataset |
| Segal Marco Advisors | INVESTMENT CONSULTANT | $12,500 | not reported in the loaded dataset |
| Blackrock Institutional Trust Compa | INVESTMENT CONSULTANT | $10,535 | not reported in the loaded dataset |
| Daniel Kerr | EMPLOYEE | $6,309 | not reported in the loaded dataset |