St. Mary'S Home For Disabled Children, Inc. Supplemental Retirement Plan — Form 5500 plan (St. Mary'S Home For Disabled Children, Inc.)
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, St. Mary'S Home For Disabled Children, Inc. Supplemental Retirement Plan is a benefit plan reported by St. Mary'S Home For Disabled Children, Inc. under EIN 54-0505952 and plan number 002. The latest loaded filing year is 2023. The filing reports 504 participants and $7,657,317 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St. Mary'S Home For Disabled Children, Inc.
- EIN
- 54-0505952
- Plan number
- 002
- Plan type
- 2
- Location
- Norfolk, VA
- Latest filing year
- 2023
- Participants
- 504
- End-of-year plan assets
- $7,657,317
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 504 | H, C | 20241007121201NAL0016036209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,657,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,657,317
- Net assets (BOY)
- $6,401,856
Income & contributions
- Employer contributions
- $147,213
- Participant contributions
- $628,198
- Total contributions
- $775,411
- Total income / additions
- $1,667,482
Expenses & distributions
- Benefits paid
- $371,202
- Administrative expenses
- $40,819
- Total expenses
- $412,021
- Net increase / (decrease)
- $1,255,461
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Retirement Services | RECORDKEEPER | $34,222 | $0 | 2023 |
| Ubs Financial Services, Inc | FINANCIAL ADVISOR | $14,322 | not reported in the loaded dataset | 2023 |
| Pasi, LLC | TPA | $1,770 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $774 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St. Mary'S Home For Disabled Children, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Norfolk, VA
- Lincoln Retirement Services — Schedule C compensation
- Ubs Financial Services, Inc — Schedule C compensation
- Pasi, LLC — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation