Church World Service Retirement Plan — Form 5500 plan (Church World Service 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, Church World Service Retirement Plan is a benefit plan reported by Church World Service Inc. under EIN 13-4080201 and plan number 001. The latest loaded filing year is 2023. The filing reports 928 participants and $36,497,728 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Church World Service Inc.
- EIN
- 13-4080201
- Plan number
- 001
- Plan type
- 2
- Location
- Elkhart, IN
- Latest filing year
- 2023
- Participants
- 928
- End-of-year plan assets
- $36,497,728
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 928 | H, C | 20241015160201NAL0030268321011 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,497,728
- Net assets (EOY)
- $36,497,728
- Net assets (BOY)
- $30,195,590
Income & contributions
- Employer contributions
- $2,012,012
- Participant contributions
- $1,556,730
- Total contributions
- $3,697,753
- Total income / additions
- $8,072,078
Expenses & distributions
- Benefits paid
- $1,688,472
- Administrative expenses
- $53,078
- Total expenses
- $1,741,550
- Net increase / (decrease)
- $6,330,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | not reported in the loaded dataset | $30,682 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services, LLC | not reported in the loaded dataset | $14,000 | not reported in the loaded dataset | 2023 |