2023 Form 5500 filing — Simpson Employees Retirement Trust
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 20241107131736NAL0011410289001) for Simpson Employees Retirement Trust, reported by Green Diamond Resource Company under EIN 91-2172199 and plan number 013. It reports 0 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241107131736NAL0011410289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Green Diamond Resource Company
- EIN
- 91-2172199
- Plan number
- 013
- Location
- Seattle, WA
- Participants
- 0
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Total income / additions
- $109,013
- Benefits paid
- -$1,903
- Administrative expenses
- $215,478
- Total expenses
- $213,575
- Net increase / (decrease)
- -$104,562
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc | NONE | $596,969 | not reported in the loaded dataset |
| Aon Consulting, Inc. | NONE | $367,388 | not reported in the loaded dataset |
| Moss Adams, Llp | NONE | $75,280 | not reported in the loaded dataset |
| K&L Gates, Llp | NONE | $34,016 | not reported in the loaded dataset |
| State Street Bank And Trust Company | NONE | $28,914 | not reported in the loaded dataset |