Tandem Living Savings And Retirement Plan — Form 5500 plan (The Mennonite Home)
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, Tandem Living Savings And Retirement Plan is a benefit plan reported by The Mennonite Home under EIN 23-1413689 and plan number 001. The latest loaded filing year is 2023. The filing reports 556 participants and $19,951,767 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Mennonite Home
- EIN
- 23-1413689
- Plan number
- 001
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
- Participants
- 556
- End-of-year plan assets
- $19,951,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 556 | H, C | 20250122082636NAL0002815267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,951,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,951,767
- Net assets (BOY)
- $17,143,688
Income & contributions
- Employer contributions
- $758,102
- Participant contributions
- $918,885
- Total contributions
- $1,687,299
- Total income / additions
- $4,124,578
Expenses & distributions
- Benefits paid
- $1,215,035
- Administrative expenses
- $62,909
- Total expenses
- $1,316,499
- Net increase / (decrease)
- $2,808,079
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial Rpcp | FINANCIAL ADVISOR | $35,111 | $0 | 2023 |
| Ascensus LLC | RECORD KEEPER | $32,524 | $59 | 2023 |