2023 Form 5500 filing — Presbyterian Homes And Services 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 20241011140521NAL0012571267001) for Presbyterian Homes And Services Tax Deferred Annuity Plan, reported by Presbyterian Homes And Services under EIN 41-0758756 and plan number 007. It reports 8,500 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011140521NAL0012571267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Presbyterian Homes And Services
- EIN
- 41-0758756
- Plan number
- 007
- Location
- Roseville, MN
- Participants
- 8,500
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,797,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $103,797,675
- Employer contributions
- $0
- Participant contributions
- $9,590,256
- Total income / additions
- $25,631,988
- Benefits paid
- $8,373,759
- Administrative expenses
- $11,978
- Total expenses
- $8,388,188
- Net increase / (decrease)
- $17,243,800
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $11,778 | $112,818 |
| Cbiz Investment Advisory Services | NONE | $0 | $69,230 |
| Cliftonlarsonallen Llp | NONE | $0 | $10,629 |
| Lincoln National Corporation | SERVICE PROVIDER | $200 | $0 |