2023 Form 5500 filing — St. Mary'S Home For Disabled Children, Inc. Supplemental Retirement 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 20241007121201NAL0016036209001) for St. Mary'S Home For Disabled Children, Inc. Supplemental Retirement Plan, reported by St. Mary'S Home For Disabled Children, Inc. under EIN 54-0505952 and plan number 002. It reports 504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007121201NAL0016036209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Mary'S Home For Disabled Children, Inc.
- EIN
- 54-0505952
- Plan number
- 002
- Location
- Norfolk, VA
- Participants
- 504
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,657,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,657,317
- Employer contributions
- $147,213
- Participant contributions
- $628,198
- Total income / additions
- $1,667,482
- Benefits paid
- $371,202
- Administrative expenses
- $40,819
- Total expenses
- $412,021
- Net increase / (decrease)
- $1,255,461
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Retirement Services | RECORDKEEPER | $34,222 | $0 |
| Ubs Financial Services, Inc | FINANCIAL ADVISOR | $14,322 | not reported in the loaded dataset |
| Pasi, LLC | TPA | $1,770 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $774 | $0 |