2023 Form 5500 filing — True North Human Capital Retirement Savings 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 20241015085831NAL0027884753001) for True North Human Capital Retirement Savings Plan, reported by True North Human Capital, LLC under EIN 47-4797475 and plan number 001. It reports 438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085831NAL0027884753001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- True North Human Capital, LLC
- EIN
- 47-4797475
- Plan number
- 001
- Location
- Lake Success, NY
- Participants
- 438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,851,471
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,851,471
- Employer contributions
- $996,871
- Participant contributions
- $1,546,768
- Total income / additions
- $6,825,439
- Benefits paid
- $1,550,722
- Administrative expenses
- $85,220
- Total expenses
- $1,646,522
- Net increase / (decrease)
- $5,178,917
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial | RECORDKEEPER | $28,578 | $0 |
| Fmi Retirement Services | RECORDKEEPER | $26,277 | $0 |
| Mesirow Financial | INVESTMENT ADVISORY PLAN | $19,394 | not reported in the loaded dataset |
| Fmi Retirement Services | PLAN ADMINISTRATOR | $9,697 | not reported in the loaded dataset |