Saint Elizabeth Community 403(B) Retirement Plan — Form 5500 plan (Saint Elizabeth Community)
Plain-English plan 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, Saint Elizabeth Community 403(B) Retirement Plan is a benefit plan reported by Saint Elizabeth Community under EIN 05-0457342 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,170 participants and $13,711,032 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saint Elizabeth Community
- EIN
- 05-0457342
- Plan number
- 004
- Plan type
- 2
- Location
- Warwick, RI
- Latest filing year
- 2023
- Participants
- 1,170
- End-of-year plan assets
- $13,711,032
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,170 | H, C | 20241009091135NAL0010463779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,711,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,711,032
- Net assets (BOY)
- $11,207,789
Income & contributions
- Employer contributions
- $422,275
- Participant contributions
- $1,317,493
- Total contributions
- $1,805,223
- Total income / additions
- $3,553,297
Expenses & distributions
- Benefits paid
- $865,941
- Administrative expenses
- $182,779
- Total expenses
- $1,050,054
- Net increase / (decrease)
- $2,503,243
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $92,242 | $0 | 2023 |
| The Angell Pension Group, Inc. | THIRD PARTY ADMINISTRATO | $15,001 | $9,237 | 2023 |
| Citrin Cooperman | ACCOUNTING & AUDITING | $16,397 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $16,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Saint Elizabeth Community
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Warwick, RI
- Empower Annuity Insurance Company — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Citrin Cooperman — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation