2023 Form 5500 filing — The Christian Benevolent 403b Retirement Program
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 20240930112128NAL0005472817001) for The Christian Benevolent 403b Retirement Program, reported by The Christian Benevolent Association Of Greater Cincinnati under EIN 31-0675610 and plan number 002. It reports 495 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930112128NAL0005472817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Christian Benevolent Association Of Greater Cincinnati
- EIN
- 31-0675610
- Plan number
- 002
- Location
- Cincinnati, OH
- Participants
- 495
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,257,309
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,257,309
- Employer contributions
- $384,518
- Participant contributions
- $671,167
- Total income / additions
- $1,886,968
- Benefits paid
- $455,737
- Administrative expenses
- $82,591
- Total expenses
- $578,926
- Net increase / (decrease)
- $1,308,042
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORD KEEPER | $60,336 | $0 |
| Securities America, Inc. | INVESTMENT | $0 | $47,942 |
| Edward D.A. Sommer | INVESTMENT | $2,226 | not reported in the loaded dataset |