Risk Strategies Pooled Employer Plan For Private Equity Portfolio Co'S — Form 5500 plan (Plan Compliance Services, 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, Risk Strategies Pooled Employer Plan For Private Equity Portfolio Co'S is a benefit plan reported by Plan Compliance Services, Inc. under EIN 59-3708427 and plan number 030. The latest loaded filing year is 2023. The filing reports 532 participants and $54,678,450 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plan Compliance Services, Inc.
- EIN
- 59-3708427
- Plan number
- 030
- Plan type
- 3
- Location
- Clearwater, FL
- Latest filing year
- 2023
- Participants
- 532
- End-of-year plan assets
- $54,678,450
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 532 | H, C | 20260422161234NAL0003749009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,678,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,678,450
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $1,372,273
- Participant contributions
- $2,693,006
- Total contributions
- $4,492,448
- Total income / additions
- $7,661,247
Expenses & distributions
- Benefits paid
- $3,084,275
- Administrative expenses
- $58,432
- Total expenses
- $3,142,707
- Net increase / (decrease)
- $4,518,540
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Pension Services, LLC | CONTRACT ADMIN | $65,666 | not reported in the loaded dataset | 2023 |
| Securities America Advisors | OTHER/INVESTMENT ADVISO | $22,579 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Investment | OTHER/INVESTMENT MANGEME | $10,011 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plan Compliance Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Clearwater, FL
- American Pension Services, LLC — Schedule C compensation
- Securities America Advisors — Schedule C compensation
- Mesirow Financial Investment — Schedule C compensation