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, Erisa Partners, Inc. Pooled Employer Plan is a benefit plan reported by Erisa Partners, Inc. under EIN 64-0815705 and plan number 004. The latest loaded filing year is 2023. The filing reports 5,786 participants and $41,236,506 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,236,506
- Net assets (EOY)
- $41,236,506
- Net assets (BOY)
- $10,802,617
Income & contributions
- Employer contributions
- $1,996,198
- Participant contributions
- $5,145,619
- Total contributions
- $7,852,839
- Total income / additions
- $12,706,361
Expenses & distributions
- Benefits paid
- $2,234,672
- Administrative expenses
- $298,957
- Total expenses
- $2,554,294
- Net increase / (decrease)
- $10,152,067