2023 Form 5500 filing — Pension Plan For Employees Of Phipps Houses And Affiliates
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 20241015211254NAL0030929745001) for Pension Plan For Employees Of Phipps Houses And Affiliates, reported by Phipps Houses under EIN 11-1187480 and plan number 001. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015211254NAL0030929745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phipps Houses
- EIN
- 11-1187480
- Plan number
- 001
- Location
- New York, NY
- Participants
- 368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,729,644
- Total liabilities (EOY)
- $122,334
- Net assets (EOY)
- $51,607,310
- Employer contributions
- $0
- Total income / additions
- $8,228,431
- Benefits paid
- $5,974,444
- Administrative expenses
- $610,934
- Total expenses
- $6,585,378
- Net increase / (decrease)
- $1,643,053
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Buck Global LLC | NONE | $91,527 | not reported in the loaded dataset |
| Harper Danesh LLC | NONE | $50,000 | not reported in the loaded dataset |
| Crewcial Partners | NONE | $44,947 | not reported in the loaded dataset |
| Eagle Capital Mgmt LLC | NONE | $32,984 | $0 |
| Wgi Emerging Markets Fund LLC | NONE | $31,017 | $0 |
| Wilmington Trust | NONE | $26,516 | $0 |
| Cove Street Capital | NONE | $19,344 | $0 |
| Colchester Global Bond Fund | NONE | $8,654 | not reported in the loaded dataset |