Fnb Retirement Success Pooled Employer Plan — Form 5500 plan (Standard Retirement Services, Inc.)
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, Fnb Retirement Success Pooled Employer Plan is a benefit plan reported by Standard Retirement Services, Inc. under EIN 25-1838406 and plan number 102. The latest loaded filing year is 2023. The filing reports 1,732 participants and $64,842,645 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Standard Retirement Services, Inc.
- EIN
- 25-1838406
- Plan number
- 102
- Plan type
- 3
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 1,732
- End-of-year plan assets
- $64,842,645
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,732 | H, C | 20250115110854NAL0012646291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,842,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,842,645
- Net assets (BOY)
- $38,939,646
Income & contributions
- Employer contributions
- $3,149,074
- Participant contributions
- $3,671,695
- Total contributions
- $7,225,896
- Total income / additions
- $15,697,655
Expenses & distributions
- Benefits paid
- $3,791,566
- Administrative expenses
- $262,464
- Total expenses
- $4,133,095
- Net increase / (decrease)
- $11,564,560
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First National Trust Company | NONE | $142,540 | not reported in the loaded dataset | 2023 |
| Minnesota Life Insurance Company | NONE | $81,946 | not reported in the loaded dataset | 2023 |
| First National Trust | NONE | $32,738 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Standard Retirement Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- First National Trust Company — Schedule C compensation
- Minnesota Life Insurance Company — Schedule C compensation
- First National Trust — Schedule C compensation