Plan5500

Eskaton Retirement Plan — Form 5500 plan (Eskaton Properties, Inc.)

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, Eskaton Retirement Plan is a benefit plan reported by Eskaton Properties, Inc. under EIN 94-2906316 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,778 participants and $26,060,181 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eskaton Properties, Inc.
EIN
94-2906316
Plan number
001
Plan type
2
Location
Carmichael, CA
Latest filing year
2023
Participants
1,778
End-of-year plan assets
$26,060,181

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,778H, C20241011103436NAL0043338450001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,060,181
Total liabilities (EOY)
$10,661
Net assets (EOY)
$26,049,520
Net assets (BOY)
$32,543,223

Income & contributions

Total contributions
$0
Total income / additions
$1,484,890

Expenses & distributions

Benefits paid
$7,624,487
Administrative expenses
$354,106
Total expenses
$7,978,593
Net increase / (decrease)
-$6,493,703

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gallagher Benefit ServicesNONE$83,854not reported in the loaded dataset2023
Morgan StanleyNONE$36,920not reported in the loaded dataset2023
Moss AdamsNONE$32,635not reported in the loaded dataset2023
Principal Mutual LifeNONE$25,820$02023

Related Form 5500 pages