2023 Form 5500 filing — Brio Living Services 403(B) 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 20241010162515NAL0010254003001) for Brio Living Services 403(B) Plan, reported by United Methodist Retirement Communities, Inc. under EIN 38-1366908 and plan number 001. It reports 1,490 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010162515NAL0010254003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Methodist Retirement Communities, Inc.
- EIN
- 38-1366908
- Plan number
- 001
- Location
- Chelsea, MI
- Participants
- 1,490
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,360,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,360,562
- Employer contributions
- $996,385
- Participant contributions
- $2,886,403
- Total income / additions
- $8,017,202
- Benefits paid
- $1,732,521
- Administrative expenses
- $228,121
- Total expenses
- $1,960,642
- Net increase / (decrease)
- $6,056,560
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN | $97,729 | $997 |
| Beene Garter A Doeren Mayhew Firm | TPA | $58,385 | $0 |
| Lpl Financial LLC-Rpcp | ADVISOR | $58,069 | not reported in the loaded dataset |
| Iron-Co-Fid-Comprehensive | INVESTMENT MANAGEMENT | $11,615 | not reported in the loaded dataset |