2023 Form 5500 filing — Third Federal Savings 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 20241028143900NAL0003631633001) for Third Federal Savings Retirement Plan, reported by Third Federal Savings And Loan Association Of Cleveland under EIN 34-0573493 and plan number 003. It reports 448 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241028143900NAL0003631633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Third Federal Savings And Loan Association Of Cleveland
- EIN
- 34-0573493
- Plan number
- 003
- Location
- Cleveland, OH
- Participants
- 448
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,358,607
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,358,607
- Total income / additions
- $8,075,956
- Benefits paid
- $4,489,291
- Administrative expenses
- $235,895
- Total expenses
- $4,725,186
- Net increase / (decrease)
- $3,350,770
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $101,001 | $39,349 |
| Clearstead Advisors, LLC | INVESTMENT ADVISORY | $25,519 | $25,750 |
| Principal Global Investors LLC | INVESTMENT ADVISORY | $49,571 | not reported in the loaded dataset |
| Meaden & Moore Ltd | ACCOUNTANT | $12,000 | not reported in the loaded dataset |
| Thompson Hine Llp | LEGAL | $1,709 | $8,064 |
| Principal Custody Solutions | CUSTODIAN | $9,587 | not reported in the loaded dataset |