2023 Form 5500 filing — American Baptist Homes Of The Midwest Tda 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 20241002141115NAL0004864339005) for American Baptist Homes Of The Midwest Tda Plan, reported by American Baptist Homes Of The Midwest under EIN 41-0706155 and plan number 002. It reports 1,524 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002141115NAL0004864339005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Baptist Homes Of The Midwest
- EIN
- 41-0706155
- Plan number
- 002
- Location
- Eden Prairie, MN
- Participants
- 1,524
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,391,879
- Net assets (EOY)
- $19,391,879
- Employer contributions
- $319,690
- Participant contributions
- $1,438,186
- Total income / additions
- $4,374,741
- Benefits paid
- $2,444,959
- Administrative expenses
- $109,221
- Total expenses
- $2,555,985
- Net increase / (decrease)
- $1,818,756
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $77,971 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT | $31,250 | not reported in the loaded dataset |
| Metlife Life Insurance Company | RECORDKEEPER | $0 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |