403(B) Thrift Plan For Employees Of Ep!C — Form 5500 plan (Empowering People Inspiring Capabilities)
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, 403(B) Thrift Plan For Employees Of Ep!C is a benefit plan reported by Empowering People Inspiring Capabilities under EIN 37-0794792 and plan number 004. The latest loaded filing year is 2023. The filing reports 279 participants and $3,762,986 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Empowering People Inspiring Capabilities
- EIN
- 37-0794792
- Plan number
- 004
- Plan type
- 2
- Location
- Peoria, IL
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $3,762,986
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20250627091659NAL0005429699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,762,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,762,986
- Net assets (BOY)
- $3,043,643
Income & contributions
- Employer contributions
- $156,336
- Participant contributions
- $259,671
- Total contributions
- $604,787
- Total income / additions
- $1,020,971
Expenses & distributions
- Benefits paid
- $297,975
- Administrative expenses
- $3,653
- Total expenses
- $301,628
- Net increase / (decrease)
- $719,343
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Life Insurance Co | RECORD KEEPER | $3,653 | $0 | 2023 |