2023 Form 5500 filing — The Osborn 403(B) Defined Contribution Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240821151630NAL0002035091001) for The Osborn 403(B) Defined Contribution Retirement Plan, reported by Miriam Osborn Memorial Home Association under EIN 13-5562312 and plan number 002. It reports 1,174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821151630NAL0002035091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Miriam Osborn Memorial Home Association
- EIN
- 13-5562312
- Plan number
- 002
- Location
- Rye, NY
- Participants
- 1,174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,486,781
- Net assets (EOY)
- $36,486,781
- Employer contributions
- $1,415,408
- Participant contributions
- $2,258,497
- Total income / additions
- $10,419,916
- Benefits paid
- $3,138,932
- Administrative expenses
- $82,998
- Total expenses
- $3,307,576
- Net increase / (decrease)
- $7,112,340
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $82,998 | $0 |