2023 Form 5500 filing — The Ohio Masonic Home 403(B) Retirement Savings 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 20241002134629NAL0015115824001) for The Ohio Masonic Home 403(B) Retirement Savings Plan, reported by The Ohio Masonic Home under EIN 31-0536997 and plan number 002. It reports 756 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002134629NAL0015115824001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Ohio Masonic Home
- EIN
- 31-0536997
- Plan number
- 002
- Location
- Springfield, OH
- Participants
- 756
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,140,786
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,140,786
- Employer contributions
- $423,242
- Participant contributions
- $882,121
- Total income / additions
- $3,452,786
- Benefits paid
- $1,333,492
- Administrative expenses
- $84,536
- Total expenses
- $1,418,028
- Net increase / (decrease)
- $2,034,758
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $63,642 | $0 |
| Pnc Institutional Asset Management | ADVISOR | $17,051 | not reported in the loaded dataset |