Service Benefit Plan Administrative Services Corp. Retirement Plan — Form 5500 plan (Service Benefit Plan Administrative Services Corporation)
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, Service Benefit Plan Administrative Services Corp. Retirement Plan is a benefit plan reported by Service Benefit Plan Administrative Services Corporation under EIN 20-1907367 and plan number 004. The latest loaded filing year is 2023. The filing reports 288 participants and $54,912,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Service Benefit Plan Administrative Services Corporation
- EIN
- 20-1907367
- Plan number
- 004
- Plan type
- 2
- Location
- Owings Mills, MD
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $54,912,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20241014111150NAL0027119169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,912,000
- Total liabilities (EOY)
- $33,000
- Net assets (EOY)
- $54,879,000
- Net assets (BOY)
- $48,894,000
Income & contributions
- Employer contributions
- $6,057,000
- Total contributions
- $6,057,000
- Total income / additions
- $10,777,000
Expenses & distributions
- Benefits paid
- $4,487,000
- Administrative expenses
- $305,000
- Total expenses
- $4,792,000
- Net increase / (decrease)
- $5,985,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting, Inc. | NONE | $141,673 | not reported in the loaded dataset | 2023 |
| Dodge And Cox | NONE | $46,850 | $0 | 2023 |
| Mercer | NONE | $44,792 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Co | NONE | $18,462 | not reported in the loaded dataset | 2023 |
| Hood River Capital Management | NONE | $17,790 | $0 | 2023 |
| Callan Associate, Inc. | NONE | $14,924 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $11,003 | $0 | 2023 |
| Jackson Lewis | NONE | $9,699 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Service Benefit Plan Administrative Services Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Owings Mills, MD
- Aon Consulting, Inc. — Schedule C compensation
- Dodge And Cox — Schedule C compensation
- Mercer — Schedule C compensation
- State Street Bank & Trust Co — Schedule C compensation
- Hood River Capital Management — Schedule C compensation
- Callan Associate, Inc. — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Jackson Lewis — Schedule C compensation