2023 Form 5500 filing — 403(B) Thrift Plan For Murtis Taylor Human Services System
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 20241003103057NAL0010408993001) for 403(B) Thrift Plan For Murtis Taylor Human Services System, reported by Murtis Taylor Human Services System under EIN 23-7158458 and plan number 003. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.2MReported net assets$7,190,618
Participants260
Provider compensation$71K3 Schedule C row(s)$71,042
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003103057NAL0010408993001
- Plan sponsor
- Murtis Taylor Human Services System
- EIN
- 23-7158458
- Plan number
- 003
- Location
- Cleveland, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.2M total assets
Net assets$7.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,190,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,190,618
- Employer contributions
- $209,133
- Participant contributions
- $311,178
- Total income / additions
- $1,469,107
- Benefits paid
- $715,190
- Administrative expenses
- $46,413
- Total expenses
- $761,603
- Net increase / (decrease)
- $707,504
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $46,249 | $0 |
| Global Retirement Partners Inc | INVESTMENT ADVISORY | $0 | $19,134 |
| Cbiz Benefits & Insurance | TPA | $0 | $5,659 |