Green Chimneys Children'S Service Tax Sheltered Annuity Plan — Form 5500 plan (Green Chimneys Children'S Service)
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, Green Chimneys Children'S Service Tax Sheltered Annuity Plan is a benefit plan reported by Green Chimneys Children'S Service under EIN 14-1568025 and plan number 003. The latest loaded filing year is 2023. The filing reports 667 participants and $9,062,690 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Green Chimneys Children'S Service
- EIN
- 14-1568025
- Plan number
- 003
- Plan type
- 2
- Location
- Brewster, NY
- Latest filing year
- 2023
- Participants
- 667
- End-of-year plan assets
- $9,062,690
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 667 | H, C | 20250410104424NAL0040806946001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,062,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,062,690
- Net assets (BOY)
- $8,089,799
Income & contributions
- Participant contributions
- $925,749
- Total contributions
- $931,251
- Total income / additions
- $2,084,623
Expenses & distributions
- Benefits paid
- $1,081,750
- Administrative expenses
- $29,982
- Total expenses
- $1,111,732
- Net increase / (decrease)
- $972,891
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | OTHER SERVICES | $0 | $37,986 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $29,981 | $0 | 2023 |