Mercy Corps 403(B) Plan — Form 5500 plan (Mercy Corps)
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, Mercy Corps 403(B) Plan is a benefit plan reported by Mercy Corps under EIN 91-1148123 and plan number 001. The latest loaded filing year is 2023. The filing reports 792 participants and $58,867,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mercy Corps
- EIN
- 91-1148123
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 792
- End-of-year plan assets
- $58,867,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 792 | H, C | 20240905100921NAL0034711952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,867,007
- Net assets (EOY)
- $58,867,007
- Net assets (BOY)
- $48,114,994
Income & contributions
- Employer contributions
- $2,224,323
- Participant contributions
- $4,100,926
- Total contributions
- $6,665,716
- Total income / additions
- $15,336,878
Expenses & distributions
- Benefits paid
- $4,482,675
- Administrative expenses
- $102,190
- Total expenses
- $4,584,865
- Net increase / (decrease)
- $10,752,013
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $102,190 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |