Laurel Eye Clinic Group Retirement Plan And Trust Agreement — Form 5500 plan (Laurel Eye Clinic Group)
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, Laurel Eye Clinic Group Retirement Plan And Trust Agreement is a benefit plan reported by Laurel Eye Clinic Group under EIN 25-1375158 and plan number 002. The latest loaded filing year is 2023. The filing reports 160 participants and $15,133,453 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Laurel Eye Clinic Group
- EIN
- 25-1375158
- Plan number
- 002
- Plan type
- 2
- Location
- Brookville, PA
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $15,133,453
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241008111144NAL0008287891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,133,453
- Net assets (EOY)
- $15,133,453
- Net assets (BOY)
- $13,013,362
Income & contributions
- Employer contributions
- $158,263
- Participant contributions
- $392,818
- Total contributions
- $656,987
- Total income / additions
- $2,730,152
Expenses & distributions
- Benefits paid
- $550,684
- Administrative expenses
- $59,377
- Total expenses
- $610,061
- Net increase / (decrease)
- $2,120,091
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Company | INVESTMENT ADVISOR | $31,070 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $15,325 | not reported in the loaded dataset | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISOR | $2,548 | not reported in the loaded dataset | 2023 |
| Metro Benefits, Inc. | THIRD PARTY ADMINISTRATO | $1,075 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Laurel Eye Clinic Group
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Brookville, PA
- Edward D Jones & Company — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation
- Metro Benefits, Inc. — Schedule C compensation