2023 Form 5500 filing — Miriam Osborn Memorial Home Association Retirement Income 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 20240807092506NAL0005904256001) for Miriam Osborn Memorial Home Association Retirement Income Plan, reported by Miriam Osborn Memorial Home Association under EIN 13-5562312 and plan number 001. It reports 514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807092506NAL0005904256001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Miriam Osborn Memorial Home Association
- EIN
- 13-5562312
- Plan number
- 001
- Location
- Rye, NY
- Participants
- 514
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $4,100,000
- Total income / additions
- $6,118,870
- Benefits paid
- $35,850,674
- Administrative expenses
- $1,238,517
- Total expenses
- $37,089,191
- Net increase / (decrease)
- -$30,970,321
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bolton | NONE | $180,470 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $123,618 | not reported in the loaded dataset |
| Dietrich & Associates, Inc. | not reported in the loaded dataset | $72,500 | not reported in the loaded dataset |
| Smith & Downey | not reported in the loaded dataset | $69,157 | not reported in the loaded dataset |
| Wells Fargo Bank, N.A. | NONE | $33,878 | not reported in the loaded dataset |
| Fiducient Advisors | not reported in the loaded dataset | $7,500 | not reported in the loaded dataset |