Deseret Mutual Puerto Rico Thrift Plan — Form 5500 plan (Deseret Mutual Benefit Administrators)
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, Deseret Mutual Puerto Rico Thrift Plan is a benefit plan reported by Deseret Mutual Benefit Administrators under EIN 87-0440163 and plan number 005. The latest loaded filing year is 2023. The filing reports 25 participants and $1,498,650 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Deseret Mutual Benefit Administrators
- EIN
- 87-0440163
- Plan number
- 005
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 25 | I | 20240726094856NAL0015247681001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,498,650
- Net assets (EOY)
- $1,498,650
- Net assets (BOY)
- $1,267,054
Income & contributions
- Employer contributions
- $91,547
- Participant contributions
- $54,971
- Total income / additions
- $327,287
Expenses & distributions
- Benefits paid
- $95,191
- Total expenses
- $95,691
- Net increase / (decrease)
- $231,596
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.