2023 Form 5500 filing — Church World Service 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 20241015160201NAL0030268321011) for Church World Service Retirement Plan, reported by Church World Service Inc. under EIN 13-4080201 and plan number 001. It reports 928 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160201NAL0030268321011
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Church World Service Inc.
- EIN
- 13-4080201
- Plan number
- 001
- Location
- Elkhart, IN
- Participants
- 928
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,497,728
- Net assets (EOY)
- $36,497,728
- Employer contributions
- $2,012,012
- Participant contributions
- $1,556,730
- Total income / additions
- $8,072,078
- Benefits paid
- $1,688,472
- Administrative expenses
- $53,078
- Total expenses
- $1,741,550
- Net increase / (decrease)
- $6,330,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $30,682 | not reported in the loaded dataset |
| Kestra Advisory Services, LLC | not reported in the loaded dataset | $14,000 | not reported in the loaded dataset |