Pension Plan For Employees Of Easter Seals, Inc. — Form 5500 plan (Easter Seals Ucp North Carolina & Virginia, 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, Pension Plan For Employees Of Easter Seals, Inc. is a benefit plan reported by Easter Seals Ucp North Carolina & Virginia, Inc. under EIN 56-0670676 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $3,335,013 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.3MPlan net assets, end of year$3,311,513
Participants140Covered participants reported
Assets / participant$23.8KComputed: assets ÷ participants$23,822 (computed)
Provider compensation$60.2K1 Schedule C provider row(s)$60,187
- Plan sponsor
- Easter Seals Ucp North Carolina & Virginia, Inc.
- EIN
- 56-0670676
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20250616165152NAL0001161553001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities$23.5K
Full reported line items
Net assets
- Total assets (EOY)
- $3,335,013
- Total liabilities (EOY)
- $23,500
- Net assets (EOY)
- $3,311,513
- Net assets (BOY)
- $3,210,357
Income & contributions
- Employer contributions
- $207,894
- Total contributions
- $207,894
- Total income / additions
- $411,888
Expenses & distributions
- Benefits paid
- $192,333
- Administrative expenses
- $118,399
- Total expenses
- $310,732
- Net increase / (decrease)
- $101,156
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income47%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $60,187 | $0 | 2023 |