2023 Form 5500 filing — Employee Benefits Plan Of Methodist Children'S Home Society
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 20241014141209NAL0013426979001) for Employee Benefits Plan Of Methodist Children'S Home Society, reported by Methodist Children'S Home Society under EIN 38-1240951 and plan number 004. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141209NAL0013426979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Methodist Children'S Home Society
- EIN
- 38-1240951
- Plan number
- 004
- Location
- Redford, MI
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,204,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,204,513
- Total income / additions
- $1,337,174
- Benefits paid
- $1,410,381
- Administrative expenses
- $124,550
- Total expenses
- $1,534,931
- Net increase / (decrease)
- -$197,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $124,550 | $0 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $43,355 |