2023 Form 5500 filing — Starr Commonwealth 403(B) 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 20250415095035NAL0005414240001) for Starr Commonwealth 403(B) Plan, reported by Starr Commonwealth under EIN 38-1359593 and plan number 002. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415095035NAL0005414240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Starr Commonwealth
- EIN
- 38-1359593
- Plan number
- 002
- Location
- Albion, MI
- Participants
- 120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,663,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,663,098
- Employer contributions
- $94,755
- Participant contributions
- $282,863
- Total income / additions
- $1,553,689
- Benefits paid
- $298,398
- Administrative expenses
- $5,269
- Total expenses
- $303,667
- Net increase / (decrease)
- $1,250,022
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $5,269 | $0 |
| Dodge & Cox | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| American Beacon Funds | NONE | $0 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| Harbor Capital | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Lord Abbett | NONE | $0 | $0 |