2023 Form 5500 filing — Retirement Plan Of Lebanon Valley Brethren Home
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 20240920091250NAL0014966386001) for Retirement Plan Of Lebanon Valley Brethren Home, reported by Lebanon Valley Brethren Home under EIN 23-7404857 and plan number 001. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920091250NAL0014966386001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lebanon Valley Brethren Home
- EIN
- 23-7404857
- Plan number
- 001
- Location
- Palmyra, PA
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,810,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,810,878
- Employer contributions
- $480,408
- Participant contributions
- $674,487
- Total income / additions
- $2,770,243
- Benefits paid
- $1,133,714
- Administrative expenses
- $53,402
- Total expenses
- $1,187,116
- Net increase / (decrease)
- $1,583,127
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,812 | $0 |
| Triad Hybrid Solutions, LLC | INVESTMENT ADVISORY | $26,590 | $6 |
| Pa Retirement Solutions Inc | OTHER SERVICES | $0 | $4,778 |