2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Planned Parenthood North Central States
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 20240916172729NAL0001796849001) for 403(B) Thrift Plan For Employees Of Planned Parenthood North Central States, reported by Planned Parenthood North Central States under EIN 83-0614523 and plan number 003. It reports 782 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916172729NAL0001796849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Planned Parenthood North Central States
- EIN
- 83-0614523
- Plan number
- 003
- Location
- Saint Paul, MN
- Participants
- 782
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,552,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,552,322
- Employer contributions
- $820,354
- Participant contributions
- $2,601,765
- Total income / additions
- $7,659,403
- Benefits paid
- $3,521,912
- Administrative expenses
- $121,206
- Total expenses
- $3,643,118
- Net increase / (decrease)
- $4,016,285
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $121,206 | $0 |
| Hays Financial Group, LLC | INVESTMENT ADVISORY | $0 | $40,000 |