2023 Form 5500 filing — Life Care Pastoral Services Tax Sheltered Annuity 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 20240927150149NAL0002433809001) for Life Care Pastoral Services Tax Sheltered Annuity Plan, reported by Life Care Pastoral Services under EIN 59-3480191 and plan number 001. It reports 401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927150149NAL0002433809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Life Care Pastoral Services
- EIN
- 59-3480191
- Plan number
- 001
- Location
- Ponte Vedra Beach, FL
- Participants
- 401
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,988,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,988,975
- Employer contributions
- $237,409
- Participant contributions
- $488,785
- Total income / additions
- $1,713,004
- Benefits paid
- $1,818,075
- Administrative expenses
- $18,395
- Total expenses
- $1,836,470
- Net increase / (decrease)
- -$123,466
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,394 | $0 |
| Kestra Investment Services LLC | OTHER SERVICES | $0 | $14,244 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |