2023 Form 5500 filing — Morselife Tax Deferred 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 20241008131611NAL0028694064001) for Morselife Tax Deferred Annuity Plan, reported by Morselife Inc. under EIN 59-2120896 and plan number 001. It reports 1,722 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008131611NAL0028694064001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morselife Inc.
- EIN
- 59-2120896
- Plan number
- 001
- Location
- West Palm Beach, FL
- Participants
- 1,722
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,245,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,245,462
- Employer contributions
- $275
- Participant contributions
- $2,657,200
- Total income / additions
- $6,305,712
- Benefits paid
- $3,648,584
- Administrative expenses
- $148,358
- Total expenses
- $3,799,448
- Net increase / (decrease)
- $2,506,264
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $125,723 | $0 |
| J.P. Morgan Securities LLC | INVESTMENT ADVISORY | $51,332 | $30 |