2023 Form 5500 filing — The Church Home Of The Protestant Episcopal Employees' 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 20240930081901NAL0003116179001) for The Church Home Of The Protestant Episcopal Employees' Retirement Plan, reported by The Church Home Of The Protestant Episcopal Church under EIN 16-0743962 and plan number 002. It reports 1,051 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930081901NAL0003116179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Church Home Of The Protestant Episcopal Church
- EIN
- 16-0743962
- Plan number
- 002
- Location
- Rochester, NY
- Participants
- 1,051
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,018,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,018,526
- Employer contributions
- $507,481
- Participant contributions
- $1,126,774
- Total income / additions
- $3,585,789
- Benefits paid
- $1,683,512
- Administrative expenses
- $173,224
- Total expenses
- $1,856,736
- Net increase / (decrease)
- $1,729,053
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burke Group | NONE | $140,206 | $0 |
| Alesco Advisors LLC | NONE | $29,684 | $0 |
| Bonadio & Co., Llp | NONE | $3,336 | not reported in the loaded dataset |
| Newport Group, Inc. | NONE | $0 | not reported in the loaded dataset |