Masonic Charity Foundation Retirement Income Plan — Form 5500 plan (Masonic Village At Burlington)

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, Masonic Charity Foundation Retirement Income Plan is a benefit plan reported by Masonic Village At Burlington under EIN 21-0634536 and plan number 001. The latest loaded filing year is 2023. The filing reports 616 participants and $18,162,246 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Masonic Village At Burlington
EIN
21-0634536
Plan number
001
Plan type
2
Location
Burlington, NJ
Latest filing year
2023
Participants
616
End-of-year plan assets
$18,162,246

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023616H, C20241015092959NAL0014313155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,162,246
Total liabilities (EOY)
$0
Net assets (EOY)
$18,162,246
Net assets (BOY)
$19,352,380

Income & contributions

Total contributions
$0
Total income / additions
$288,295

Expenses & distributions

Benefits paid
$1,324,989
Administrative expenses
$153,440
Total expenses
$1,478,429
Net increase / (decrease)
-$1,190,134

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$78,739$02023

Related Form 5500 pages