Methodist Children'S Home Employees Retirement Plan — Form 5500 plan (Methodist Children'S Home)
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, Methodist Children'S Home Employees Retirement Plan is a benefit plan reported by Methodist Children'S Home under EIN 74-1109750 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $19,615,941 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Methodist Children'S Home
- EIN
- 74-1109750
- Plan number
- 001
- Plan type
- 2
- Location
- Waco, TX
- Latest filing year
- 2023
- Participants
- 415
- End-of-year plan assets
- $19,615,941
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 415 | H, C | 20240729164905NAL0019700865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,615,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,615,941
- Net assets (BOY)
- $17,202,977
Income & contributions
- Employer contributions
- $950,847
- Participant contributions
- $751,345
- Total contributions
- $1,713,745
- Total income / additions
- $4,485,095
Expenses & distributions
- Benefits paid
- $1,951,566
- Administrative expenses
- $88,146
- Total expenses
- $2,072,131
- Net increase / (decrease)
- $2,412,964
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | RECORDKEEPER | $57,328 | not reported in the loaded dataset | 2023 |
| Winnow Wealth, LLC | INVESTMENT ADVISOR | $35,302 | not reported in the loaded dataset | 2023 |
| Pb&H Benefits | TPA | $30,810 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors | INVESTMENT ADVISOR | $8,826 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Methodist Children'S Home
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Waco, TX
- Lincoln National Corporation — Schedule C compensation
- Winnow Wealth, LLC — Schedule C compensation
- Pb&H Benefits — Schedule C compensation
- Leafhouse Financial Advisors — Schedule C compensation