2023 Form 5500 filing — Metropolitan Development Council 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 20240927110221NAL0001188979001) for Metropolitan Development Council 403(B) Plan, reported by Metropolitan Development Council under EIN 91-0780533 and plan number 004. It reports 567 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927110221NAL0001188979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Metropolitan Development Council
- EIN
- 91-0780533
- Plan number
- 004
- Location
- Tacoma, WA
- Participants
- 567
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,031,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,031,745
- Employer contributions
- $386,959
- Participant contributions
- $230,536
- Total income / additions
- $1,262,886
- Benefits paid
- $733,053
- Administrative expenses
- $72,062
- Total expenses
- $810,062
- Net increase / (decrease)
- $452,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| D.A. Davidson | AGENT | $37,616 | not reported in the loaded dataset |
| Aspire Finanical | RECORDKEEPER INVEST. CO. | $22,071 | not reported in the loaded dataset |
| Professional Benefit Services | TPA | $12,315 | not reported in the loaded dataset |
| Reliastar Life Insurance Company, | SERVICE PROVIDER | $0 | $7,511 |