2023 Form 5500 filing — The Pooled Employer Plan Of America
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 20241014153011NAL0015210851001) for The Pooled Employer Plan Of America, reported by Standard Retirement Services, Inc. under EIN 25-1838406 and plan number 103. It reports 756 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153011NAL0015210851001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Standard Retirement Services, Inc.
- EIN
- 25-1838406
- Plan number
- 103
- Location
- Portland, OR
- Participants
- 756
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,024,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,024,641
- Employer contributions
- $1,533,747
- Participant contributions
- $3,145,926
- Total income / additions
- $10,463,507
- Benefits paid
- $4,971,130
- Administrative expenses
- $107,322
- Total expenses
- $5,100,827
- Net increase / (decrease)
- $5,362,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group, L | NONE | $115,185 | not reported in the loaded dataset |
| Minnesota Life Insurance Company | NONE | $107,322 | $0 |