2023 Form 5500 filing — Pcc Community Wellness Center 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 20240830082440NAL0026374544001) for Pcc Community Wellness Center 403(B) Plan, reported by Pcc Community Wellness Center under EIN 36-3828320 and plan number 001. It reports 564 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830082440NAL0026374544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pcc Community Wellness Center
- EIN
- 36-3828320
- Plan number
- 001
- Location
- Oak Park, IL
- Participants
- 564
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,278,761
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,278,761
- Participant contributions
- $1,407,395
- Total income / additions
- $3,541,869
- Benefits paid
- $779,684
- Administrative expenses
- $90,698
- Total expenses
- $870,382
- Net increase / (decrease)
- $2,671,487
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $90,698 | $0 |
| Triad Ins Inc | BROKER/DEALER | $0 | $40,021 |