2023 Form 5500 filing — Assisi 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 20241015090426NAL0027897153006) for Assisi Retirement Plan, reported by Franciscan Alliance, Inc. under EIN 35-1330472 and plan number 002. It reports 841 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090426NAL0027897153006
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Franciscan Alliance, Inc.
- EIN
- 35-1330472
- Plan number
- 002
- Location
- Mishawaka, IN
- Participants
- 841
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,263,932
- Net assets (EOY)
- $72,263,932
- Total income / additions
- $11,625,027
- Benefits paid
- $6,973,134
- Administrative expenses
- $42,019
- Total expenses
- $7,015,246
- Net increase / (decrease)
- $4,609,781
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Company | NONE | $42,019 | $0 |