2023 Form 5500 filing — Service Benefit Plan Administrative Services Corp. 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 20241014111150NAL0027119169001) for Service Benefit Plan Administrative Services Corp. Retirement Plan, reported by Service Benefit Plan Administrative Services Corporation under EIN 20-1907367 and plan number 004. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014111150NAL0027119169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Service Benefit Plan Administrative Services Corporation
- EIN
- 20-1907367
- Plan number
- 004
- Location
- Owings Mills, MD
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,912,000
- Total liabilities (EOY)
- $33,000
- Net assets (EOY)
- $54,879,000
- Employer contributions
- $6,057,000
- Total income / additions
- $10,777,000
- Benefits paid
- $4,487,000
- Administrative expenses
- $305,000
- Total expenses
- $4,792,000
- Net increase / (decrease)
- $5,985,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting, Inc. | NONE | $141,673 | not reported in the loaded dataset |
| Dodge And Cox | NONE | $46,850 | $0 |
| Mercer | NONE | $44,792 | not reported in the loaded dataset |
| State Street Bank & Trust Co | NONE | $18,462 | not reported in the loaded dataset |
| Hood River Capital Management | NONE | $17,790 | $0 |
| Callan Associate, Inc. | NONE | $14,924 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $11,003 | $0 |
| Jackson Lewis | NONE | $9,699 | not reported in the loaded dataset |