2023 Form 5500 filing — Security Benefit Associates Pension 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 20241014130905NAL0027350625001) for Security Benefit Associates Pension Plan, reported by Security Benefit Corporation under EIN 48-1202239 and plan number 001. It reports 518 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130905NAL0027350625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Security Benefit Corporation
- EIN
- 48-1202239
- Plan number
- 001
- Location
- Topeka, KS
- Participants
- 518
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,657,821
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,657,821
- Total income / additions
- $4,655,492
- Benefits paid
- $2,237,452
- Administrative expenses
- $11,467
- Total expenses
- $2,248,919
- Net increase / (decrease)
- $2,406,573
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley & Co LLC | CUSTODIAL | $9,361 | not reported in the loaded dataset |