Retirement Income Security Plan-Providence Hall — Form 5500 plan (Providence Hall)
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, Retirement Income Security Plan-Providence Hall is a benefit plan reported by Providence Hall under EIN 26-1417186 and plan number 003. The latest loaded filing year is 2023. The filing reports 367 participants and $9,432,881 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Providence Hall
- EIN
- 26-1417186
- Plan number
- 003
- Plan type
- 2
- Location
- Herriman, UT
- Latest filing year
- 2023
- Participants
- 367
- End-of-year plan assets
- $9,432,881
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 367 | H, C | 20241014213225NAL0055239714001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,432,881
- Net assets (EOY)
- $9,432,881
- Net assets (BOY)
- $7,672,669
Income & contributions
- Employer contributions
- $731,026
- Participant contributions
- $512,506
- Total contributions
- $1,250,828
- Total income / additions
- $2,694,789
Expenses & distributions
- Benefits paid
- $874,367
- Administrative expenses
- $60,210
- Total expenses
- $934,577
- Net increase / (decrease)
- $1,760,212
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spectra Management, LLC | NONE | $24,122 | not reported in the loaded dataset | 2023 |
| Healthequity Retirement Services, L | NONE | $18,864 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | NONE | $15,432 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $1,791 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Providence Hall
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Herriman, UT
- Spectra Management, LLC — Schedule C compensation
- Healthequity Retirement Services, L — Schedule C compensation
- Ameritas Life Insurance Corp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation