Christian Living Communities 403(B) Retirement Plan — Form 5500 plan (Christian Living Communites)
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, Christian Living Communities 403(B) Retirement Plan is a benefit plan reported by Christian Living Communites under EIN 45-5475166 and plan number 001. The latest loaded filing year is 2023. The filing reports 736 participants and $13,415,787 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Christian Living Communites
- EIN
- 45-5475166
- Plan number
- 001
- Plan type
- 2
- Location
- Englewood, CO
- Latest filing year
- 2023
- Participants
- 736
- End-of-year plan assets
- $13,415,787
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 736 | H, C | 20241015144044NAL0030014993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,415,787
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,415,787
- Net assets (BOY)
- $12,333,427
Income & contributions
- Employer contributions
- $243,464
- Participant contributions
- $1,061,609
- Total contributions
- $1,363,728
- Total income / additions
- $3,168,356
Expenses & distributions
- Benefits paid
- $2,001,640
- Administrative expenses
- $84,356
- Total expenses
- $2,085,996
- Net increase / (decrease)
- $1,082,360
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $56,781 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $31,743 | not reported in the loaded dataset | 2023 |
| Alerus Financial Na | CONTRACT ADMIN | $3,581 | $1,000 | 2023 |
| Retirement Planning Services, Inc. | OTHER | $247 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Christian Living Communites
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Englewood, CO
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Alerus Financial Na — Schedule C compensation
- Retirement Planning Services, Inc. — Schedule C compensation