403(B) Retirement Plan For Ighl & Cdd — Form 5500 plan (Independent Group Home Living Program, Inc.)

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, 403(B) Retirement Plan For Ighl & Cdd is a benefit plan reported by Independent Group Home Living Program, Inc. under EIN 11-2458584 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,413 participants and $46,253,461 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Independent Group Home Living Program, Inc.
EIN
11-2458584
Plan number
002
Plan type
2
Location
East Moriches, NY
Latest filing year
2023
Participants
3,413
End-of-year plan assets
$46,253,461

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,413H, C20250714110104NAL0000815795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,253,461
Total liabilities (EOY)
$0
Net assets (EOY)
$46,253,461
Net assets (BOY)
$37,217,255

Income & contributions

Employer contributions
$933,667
Participant contributions
$6,571,362
Total contributions
$7,689,196
Total income / additions
$13,728,171

Expenses & distributions

Benefits paid
$4,392,794
Administrative expenses
$302,511
Total expenses
$4,691,965
Net increase / (decrease)
$9,036,206

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$302,391$02023
Focused Wealth Management, Inc.INVESTMENT ADVISORY$0$61,7722023

Related Form 5500 pages