2023 Form 5500 filing — Townsends Combined 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 20240919141907NAL0006039905001) for Townsends Combined Pension Plan, reported by The Indian River Trust under EIN 51-0377325 and plan number 002. It reports 468 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919141907NAL0006039905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Indian River Trust
- EIN
- 51-0377325
- Plan number
- 002
- Location
- Wilmington, DE
- Participants
- 468
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,593,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,593,373
- Total income / additions
- $1,040,754
- Benefits paid
- $1,648,597
- Administrative expenses
- $335,760
- Total expenses
- $1,984,357
- Net increase / (decrease)
- -$943,603
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $135,902 | $0 |
| Mcdermott Will And Emery | LEGAL | $114,854 | not reported in the loaded dataset |
| Creative Planning | INVESTMENT ADVISORY | $27,701 | not reported in the loaded dataset |
| Frost Pllc | ACCOUNTANT | $12,183 | not reported in the loaded dataset |