American Baptist Homes Of The Midwest Tda Plan — Form 5500 plan (American Baptist Homes Of The Midwest)
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, American Baptist Homes Of The Midwest Tda Plan is a benefit plan reported by American Baptist Homes Of The Midwest under EIN 41-0706155 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,524 participants and $19,391,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Baptist Homes Of The Midwest
- EIN
- 41-0706155
- Plan number
- 002
- Plan type
- 2
- Location
- Eden Prairie, MN
- Latest filing year
- 2023
- Participants
- 1,524
- End-of-year plan assets
- $19,391,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,524 | H, C | 20241002141115NAL0004864339005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,391,879
- Net assets (EOY)
- $19,391,879
- Net assets (BOY)
- $17,573,123
Income & contributions
- Employer contributions
- $319,690
- Participant contributions
- $1,438,186
- Total contributions
- $1,842,923
- Total income / additions
- $4,374,741
Expenses & distributions
- Benefits paid
- $2,444,959
- Administrative expenses
- $109,221
- Total expenses
- $2,555,985
- Net increase / (decrease)
- $1,818,756
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $77,971 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT | $31,250 | not reported in the loaded dataset | 2023 |
| Metlife Life Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Baptist Homes Of The Midwest
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Eden Prairie, MN
- Transamerica Retirement Solutions — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Metlife Life Insurance Company — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation