2023 Form 5500 filing — Tarc 403b 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 20241001095610NAL0003886099001) for Tarc 403b Retirement Plan, reported by Terrebonne Arc under EIN 72-0551658 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001095610NAL0003886099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Terrebonne Arc
- EIN
- 72-0551658
- Plan number
- 001
- Location
- Houma, LA
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,555,148
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,555,148
- Employer contributions
- $93,357
- Participant contributions
- $199,900
- Total income / additions
- $748,725
- Benefits paid
- $708,956
- Administrative expenses
- $31,892
- Total expenses
- $741,385
- Net increase / (decrease)
- $7,340
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORD KEEPER | $21,939 | $0 |
| Newedge Advisors | SERVICE PROVIDER | $0 | $12,909 |
| Bourgeois Bennett, LLC | AUDITOR | $9,953 | not reported in the loaded dataset |