2023 Form 5500 filing — Erisa Partners, Inc. Pooled Employer 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 20241015213821NAL0015437891004) for Erisa Partners, Inc. Pooled Employer Plan, reported by Erisa Partners, Inc. under EIN 64-0815705 and plan number 004. It reports 5,786 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015213821NAL0015437891004
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Erisa Partners, Inc.
- EIN
- 64-0815705
- Plan number
- 004
- Location
- Nashville, TN
- Participants
- 5,786
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,236,506
- Net assets (EOY)
- $41,236,506
- Employer contributions
- $1,996,198
- Participant contributions
- $5,145,619
- Total income / additions
- $12,706,361
- Benefits paid
- $2,234,672
- Administrative expenses
- $298,957
- Total expenses
- $2,554,294
- Net increase / (decrease)
- $10,152,067
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Erisa Partners, Inc. | TPA & RECORDKEEPER | $230,447 | not reported in the loaded dataset |
| Fiduciary Benefits Group, Inc. | INVESTMENT MANAGER | $26,334 | not reported in the loaded dataset |
| Erisa Advisers, Inc. | INVESTMENT MANAGER | $22,042 | not reported in the loaded dataset |