2023 Form 5500 filing — Presbyterian Manors Of Mid-America, Inc. 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 20241004165753NAL0012462081001) for Presbyterian Manors Of Mid-America, Inc. Tax-Sheltered Annuity Plan, reported by Presbyterian Manors Of Mid-America, Inc. under EIN 48-0877587 and plan number 002. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004165753NAL0012462081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Presbyterian Manors Of Mid-America, Inc.
- EIN
- 48-0877587
- Plan number
- 002
- Location
- Wichita, KS
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,786,494
- Net assets (EOY)
- $3,786,494
- Total income / additions
- $452,517
- Benefits paid
- $670,856
- Administrative expenses
- $2,831
- Total expenses
- $673,687
- Net increase / (decrease)
- -$221,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Financial Life Insurance | NONE | $3 | $31,424 |
| Fidelity Investment Inst Op Co LLC | NONE | $258 | $0 |