Sourceamerica Tax Deferred Annuity Plan — Form 5500 plan (Sourceamerica)
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, Sourceamerica Tax Deferred Annuity Plan is a benefit plan reported by Sourceamerica under EIN 52-1007153 and plan number 002. The latest loaded filing year is 2023. The filing reports 542 participants and $119,210,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sourceamerica
- EIN
- 52-1007153
- Plan number
- 002
- Plan type
- 2
- Location
- Vienna, VA
- Latest filing year
- 2023
- Participants
- 542
- End-of-year plan assets
- $119,210,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 542 | H, C | 20240726074040NAL0015651953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $119,210,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $119,210,822
- Net assets (BOY)
- $102,158,918
Income & contributions
- Employer contributions
- $4,581,873
- Participant contributions
- $4,770,627
- Total contributions
- $10,150,587
- Total income / additions
- $27,540,079
Expenses & distributions
- Benefits paid
- $10,251,185
- Administrative expenses
- $236,990
- Total expenses
- $10,488,175
- Net increase / (decrease)
- $17,051,904
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $236,989 | $0 | 2023 |
| Rbc Capital Markets LLC | OTHER SERVICES | $0 | $107,433 | 2023 |