403(B) Thrift Plan Of The Children'S Institute Of Pittsburgh — Form 5500 plan (The Children'S Institute Parent Company)
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 Of The Children'S Institute Of Pittsburgh is a benefit plan reported by The Children'S Institute Parent Company under EIN 87-2677614 and plan number 004. The latest loaded filing year is 2023. The filing reports 670 participants and $27,222,848 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Children'S Institute Parent Company
- EIN
- 87-2677614
- Plan number
- 004
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 670
- End-of-year plan assets
- $27,222,848
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 670 | H, C | 20241008104946NAL0017420065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,222,848
- Net assets (EOY)
- $27,222,848
- Net assets (BOY)
- $23,447,089
Income & contributions
- Employer contributions
- $555,177
- Participant contributions
- $1,031,578
- Total contributions
- $1,677,929
- Total income / additions
- $6,014,467
Expenses & distributions
- Benefits paid
- $2,137,741
- Administrative expenses
- $100,967
- Total expenses
- $2,238,708
- Net increase / (decrease)
- $3,775,759
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMIN | $81,449 | $0 | 2023 |
| Metro Benefits, Inc. | CONTRACT ADMIN. | $4,160 | $22,963 | 2023 |
| Db Root & Company LLC | INVESTMENT ADVISORY | $0 | $14,000 | 2023 |
| Schneider Downs Inc. | ACCOUNTANT | $13,785 | not reported in the loaded dataset | 2023 |
| Db Root & Company, LLC | INVESTMENT ADVISORY | $1,088 | $5,911 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Children'S Institute Parent Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Principal Life Insurance Company — Schedule C compensation
- Metro Benefits, Inc. — Schedule C compensation
- Db Root & Company LLC — Schedule C compensation
- Schneider Downs Inc. — Schedule C compensation