2023 Form 5500 filing — Episcopal Children'S Services, Inc. Tax Deferred Annuity 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 20241015100414NAL0056926178001) for Episcopal Children'S Services, Inc. Tax Deferred Annuity Savings Plan, reported by Episcopal Children'S Services, Inc. under EIN 59-1146765 and plan number 001. It reports 810 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100414NAL0056926178001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Episcopal Children'S Services, Inc.
- EIN
- 59-1146765
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 810
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,885,324
- Total liabilities (EOY)
- $492,118
- Net assets (EOY)
- $11,393,206
- Employer contributions
- $713,548
- Participant contributions
- $1,102,762
- Total income / additions
- $3,530,574
- Benefits paid
- $1,141,426
- Administrative expenses
- $103,307
- Total expenses
- $1,244,733
- Net increase / (decrease)
- $2,285,841
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $14,705 | $60,564 |
| Pensionmark Fin Group LLC | NONE | $0 | $61,280 |
| Black Creek Ret Plans Inc | NONE | $11,742 | not reported in the loaded dataset |
| Independent Fiduciary Consultant | NONE | $11,133 | not reported in the loaded dataset |
| Axa Equitable Life Insurance Compan | RECORDKEEPER | $0 | $3,695 |