2023 Form 5500 filing — Sunrise Community, Inc. The Employee Pension Benefit 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 20250415102634NAL0001428211001) for Sunrise Community, Inc. The Employee Pension Benefit Plan, reported by Sunrise Community, Inc. under EIN 65-0118730 and plan number 001. It reports 3,983 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415102634NAL0001428211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sunrise Community, Inc.
- EIN
- 65-0118730
- Plan number
- 001
- Location
- Miami, FL
- Participants
- 3,983
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,018,852
- Total liabilities (EOY)
- $17,754
- Net assets (EOY)
- $26,001,098
- Employer contributions
- $1,493,454
- Participant contributions
- $2,555,932
- Total income / additions
- $6,737,943
- Benefits paid
- $3,275,228
- Administrative expenses
- $177,855
- Total expenses
- $3,491,480
- Net increase / (decrease)
- $3,246,463
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Company | NONE | $163,620 | $0 |
| Variable Annuity Life Insurance Co. | NONE | $14,235 | $0 |