2023 Form 5500 filing — Spokane United Methodist Homes, Inc Defined Benefit Pension 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 20250314152820NAL0044865074001) for Spokane United Methodist Homes, Inc Defined Benefit Pension Plan, reported by Spokane United Methodist Homes, Inc under EIN 91-0715658 and plan number 001. It reports 392 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.1MReported net assets$15,106,187
Participants392
Provider compensation$49K1 Schedule C row(s)$48,972
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250314152820NAL0044865074001
- Plan sponsor
- Spokane United Methodist Homes, Inc
- EIN
- 91-0715658
- Plan number
- 001
- Location
- Spokane, WA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$15.1M total assets
Net assets$15.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,106,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,106,187
- Employer contributions
- $702,000
- Total income / additions
- $2,845,430
- Benefits paid
- $579,210
- Administrative expenses
- $49,105
- Total expenses
- $628,315
- Net increase / (decrease)
- $2,217,115
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc. | NONE | $48,972 | not reported in the loaded dataset |