2023 Form 5500 filing — Tld Usa Profit Sharing And 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 20241015161219NAL0030298705001) for Tld Usa Profit Sharing And Savings Plan, reported by Tld America under EIN 13-2554618 and plan number 001. It reports 529 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015161219NAL0030298705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tld America
- EIN
- 13-2554618
- Plan number
- 001
- Location
- Windsor, CT
- Participants
- 529
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,862,305
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,862,305
- Employer contributions
- $525,100
- Participant contributions
- $1,553,744
- Total income / additions
- $5,836,501
- Benefits paid
- $2,603,066
- Administrative expenses
- $0
- Total expenses
- $2,615,688
- Net increase / (decrease)
- $3,220,813
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | BROKER/ADVISOR | $0 | $46,011 |
| T R Paul Inc. | CONTRACT ADMIN | $6,600 | $10,109 |
| Massachusetts Mutual Life Ins. | RECORD KEEPER | $2,400 | $0 |