Mariner Wealth Advisors Pooled Employer Plan — Form 5500 plan (Slavic Integrated Administration, 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, Mariner Wealth Advisors Pooled Employer Plan is a benefit plan reported by Slavic Integrated Administration, Inc. under EIN 65-0608221 and plan number 003. The latest loaded filing year is 2023. The filing reports 155 participants and $1,491,059 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Slavic Integrated Administration, Inc.
EIN
65-0608221
Plan number
003
Plan type
3
Location
Boca Raton, FL
Latest filing year
2023
Participants
155
End-of-year plan assets
$1,491,059

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023155I, C20240522095649NAL0001712339001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,491,059
Net assets (EOY)
$1,491,059
Net assets (BOY)
$698,701

Income & contributions

Employer contributions
$154,083
Participant contributions
$454,276
Total income / additions
$822,596

Expenses & distributions

Benefits paid
$11,362
Administrative expenses
$9,619
Total expenses
$30,238
Net increase / (decrease)
$792,358

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slavic Integrated AdministrationTPA$9,619not reported in the loaded dataset2023
Mariner Wealth AdvisorsINVESTMENT ADVISOR$6,937not reported in the loaded dataset2023

Related Form 5500 pages