Plan5500

Incarnate Word Retirement Community, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Incarnate Word Retirement Community, Inc. (EIN 74-1109717) is a plan sponsor located in San Antonio, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
74-1109717
Location
San Antonio, TX
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.9MSummed across loaded plans$4,869,312
Total reported assets$4.9M$4,869,312
Total reported participants581
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.9M total assets
Net assets$4.9MLiabilities$0
Contributions & income
Employer contributions$81.5K
Participant contributions$526.9K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$730.1K
Total expenses$794K
Net increase / (decrease)$409.3K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Village At Incarnate Word 403(B) Plan
Participants per plan291Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Village At Incarnate Word 403(B) Plan$4.9M
    Plan #002 · 396 participants · 2023
  2. 2
    The Village At Incarnate Word Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 185 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Incarnate Word Retirement Community, Inc.
YearPlanParticipantsSchedulesFiling
2023The Village At Incarnate Word Health And Welfare Plan185—20240903145042NAL0018605777001
2023The Village At Incarnate Word 403(B) Plan396H, C20241003094454NAL0016784512001

Related Form 5500 pages