Conservation Legacy 403(B) Retirement Plan — Form 5500 plan (Conservation Legacy)
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, Conservation Legacy 403(B) Retirement Plan is a benefit plan reported by Conservation Legacy under EIN 84-1450808 and plan number 001. The latest loaded filing year is 2023. The filing reports 323 participants and $2,096,304 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Conservation Legacy
- EIN
- 84-1450808
- Plan number
- 001
- Plan type
- 2
- Location
- Durango, CO
- Latest filing year
- 2023
- Participants
- 323
- End-of-year plan assets
- $2,096,304
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 323 | H, C | 20240725160455NAL0022955312001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,096,304
- Total liabilities (EOY)
- $921
- Net assets (EOY)
- $2,095,383
- Net assets (BOY)
- $1,828,929
Income & contributions
- Employer contributions
- $113,517
- Participant contributions
- $244,595
- Total contributions
- $358,112
- Total income / additions
- $714,980
Expenses & distributions
- Benefits paid
- $421,551
- Administrative expenses
- $26,975
- Total expenses
- $448,526
- Net increase / (decrease)
- $266,454
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $16,221 | not reported in the loaded dataset | 2023 |
| Independent Financial Group, LLC | NONE | $10,754 | not reported in the loaded dataset | 2023 |