Saint Mary'S Home Of Erie 403(B) Plan — Form 5500 plan (Saint Mary'S Home Of Erie)
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, Saint Mary'S Home Of Erie 403(B) Plan is a benefit plan reported by Saint Mary'S Home Of Erie under EIN 25-1073144 and plan number 001. The latest loaded filing year is 2023. The filing reports 424 participants and $8,248,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saint Mary'S Home Of Erie
- EIN
- 25-1073144
- Plan number
- 001
- Plan type
- 2
- Location
- Erie, PA
- Latest filing year
- 2023
- Participants
- 424
- End-of-year plan assets
- $8,248,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 424 | H, C | 20240614133733NAL0016999907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,248,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,248,731
- Net assets (BOY)
- $9,377,878
Income & contributions
- Employer contributions
- $196,916
- Participant contributions
- $371,308
- Total contributions
- $568,224
- Total income / additions
- $1,576,263
Expenses & distributions
- Benefits paid
- $2,553,199
- Administrative expenses
- $102,624
- Total expenses
- $2,705,410
- Net increase / (decrease)
- -$1,129,147
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Retirement Services | RECORDKEEPER | $55,780 | not reported in the loaded dataset | 2023 |
| Dunbar, Bender & Zapf, Inc. | TPA | $23,750 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | AUDITOR | $23,094 | not reported in the loaded dataset | 2023 |