Elwyn Defined Contribution 403(B) Plan — Form 5500 plan (Elwyn)

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, Elwyn Defined Contribution 403(B) Plan is a benefit plan reported by Elwyn under EIN 23-1352117 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,152 participants and $58,415,351 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Elwyn
EIN
23-1352117
Plan number
003
Plan type
2
Location
Elwyn, PA
Latest filing year
2023
Participants
3,152
End-of-year plan assets
$58,415,351

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,152H, C20241011090134NAL0012305443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$58,415,351
Total liabilities (EOY)
$0
Net assets (EOY)
$58,415,351
Net assets (BOY)
$44,295,333

Income & contributions

Employer contributions
$5,014,956
Participant contributions
$5,446,029
Total contributions
$10,737,946
Total income / additions
$17,930,613

Expenses & distributions

Benefits paid
$3,612,971
Administrative expenses
$8,520
Total expenses
$3,810,595
Net increase / (decrease)
$14,120,018

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$8,520$02023

Related Form 5500 pages