Miriam Osborn Memorial Home Association Retirement Income Plan — Form 5500 plan (Miriam Osborn Memorial Home Association)
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, Miriam Osborn Memorial Home Association Retirement Income Plan is a benefit plan reported by Miriam Osborn Memorial Home Association under EIN 13-5562312 and plan number 001. The latest loaded filing year is 2023. The filing reports 514 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Miriam Osborn Memorial Home Association
- EIN
- 13-5562312
- Plan number
- 001
- Plan type
- 2
- Location
- Rye, NY
- Latest filing year
- 2023
- Participants
- 514
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 514 | H, C | 20240807092506NAL0005904256001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $30,970,321
Income & contributions
- Employer contributions
- $4,100,000
- Total contributions
- $4,100,000
- Total income / additions
- $6,118,870
Expenses & distributions
- Benefits paid
- $35,850,674
- Administrative expenses
- $1,238,517
- Total expenses
- $37,089,191
- Net increase / (decrease)
- -$30,970,321
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bolton | NONE | $180,470 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $123,618 | not reported in the loaded dataset | 2023 |
| Dietrich & Associates, Inc. | not reported in the loaded dataset | $72,500 | not reported in the loaded dataset | 2023 |
| Smith & Downey | not reported in the loaded dataset | $69,157 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank, N.A. | NONE | $33,878 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | not reported in the loaded dataset | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Miriam Osborn Memorial Home Association
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rye, NY
- Bolton — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Dietrich & Associates, Inc. — Schedule C compensation
- Smith & Downey — Schedule C compensation
- Wells Fargo Bank, N.A. — Schedule C compensation
- Fiducient Advisors — Schedule C compensation