403(B) Thrift Plan For Employees Of Planned Parenthood North Central States — Form 5500 plan (Planned Parenthood North Central States)
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, 403(B) Thrift Plan For Employees Of Planned Parenthood North Central States is a benefit plan reported by Planned Parenthood North Central States under EIN 83-0614523 and plan number 003. The latest loaded filing year is 2023. The filing reports 782 participants and $24,552,322 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Planned Parenthood North Central States
- EIN
- 83-0614523
- Plan number
- 003
- Plan type
- 2
- Location
- Saint Paul, MN
- Latest filing year
- 2023
- Participants
- 782
- End-of-year plan assets
- $24,552,322
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 782 | H, C | 20240916172729NAL0001796849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,552,322
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,552,322
- Net assets (BOY)
- $20,536,037
Income & contributions
- Employer contributions
- $820,354
- Participant contributions
- $2,601,765
- Total contributions
- $3,816,646
- Total income / additions
- $7,659,403
Expenses & distributions
- Benefits paid
- $3,521,912
- Administrative expenses
- $121,206
- Total expenses
- $3,643,118
- Net increase / (decrease)
- $4,016,285
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $121,206 | $0 | 2023 |
| Hays Financial Group, LLC | INVESTMENT ADVISORY | $0 | $40,000 | 2023 |