2023 Form 5500 filing — Saint Elizabeth Community 403(B) 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 20241009091135NAL0010463779001) for Saint Elizabeth Community 403(B) Retirement Plan, reported by Saint Elizabeth Community under EIN 05-0457342 and plan number 004. It reports 1,170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009091135NAL0010463779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saint Elizabeth Community
- EIN
- 05-0457342
- Plan number
- 004
- Location
- Warwick, RI
- Participants
- 1,170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,711,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,711,032
- Employer contributions
- $422,275
- Participant contributions
- $1,317,493
- Total income / additions
- $3,553,297
- Benefits paid
- $865,941
- Administrative expenses
- $182,779
- Total expenses
- $1,050,054
- Net increase / (decrease)
- $2,503,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $92,242 | $0 |
| The Angell Pension Group, Inc. | THIRD PARTY ADMINISTRATO | $15,001 | $9,237 |
| Citrin Cooperman | ACCOUNTING & AUDITING | $16,397 | not reported in the loaded dataset |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $16,000 | not reported in the loaded dataset |