2023 Form 5500 filing — Retirement Living, Inc. Dba Marquette 403(B) 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 20241015123738NAL0047934400001) for Retirement Living, Inc. Dba Marquette 403(B) Plan, reported by Retirement Living, Inc. Dba Marquette Manor under EIN 35-1393773 and plan number 010. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123738NAL0047934400001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Retirement Living, Inc. Dba Marquette Manor
- EIN
- 35-1393773
- Plan number
- 010
- Location
- Indianapolis, IN
- Participants
- 330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,704,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,704,072
- Employer contributions
- $82,439
- Participant contributions
- $198,401
- Total income / additions
- $657,256
- Benefits paid
- $504,989
- Administrative expenses
- $11,417
- Total expenses
- $516,406
- Net increase / (decrease)
- $140,850
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $8,664 | $0 |
| Equitable Financial Life Insurance | RECORDKEEPER | $0 | $6,418 |
| Lincoln National Corporation | SERVICE PROVIDER | $403 | $0 |