2023 Form 5500 filing — Norwood Life Society 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 20241004123336NAL0011416161001) for Norwood Life Society Employees' Retirement Plan, reported by Norwood Life Society under EIN 56-2663863 and plan number 002. It reports 574 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)$9.9MReported net assets$9,880,200
Participants574
Provider compensation$66.4K2 Schedule C row(s)$66,380
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004123336NAL0011416161001
Plan sponsor
Norwood Life Society
EIN
56-2663863
Plan number
002
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$9.9M total assets
Net assets$9.9MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$303.7K
Participant$581.6K
Full reported line items
Total assets (EOY)
$9,880,200
Total liabilities (EOY)
$0
Net assets (EOY)
$9,880,200
Employer contributions
$303,671
Participant contributions
$581,648
Total income / additions
$2,403,696
Benefits paid
$1,581,279
Administrative expenses
$66,380
Total expenses
$1,647,659
Net increase / (decrease)
$756,037
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $34.3K · Indirect $0
  2. 2
    Captrust$32.1K
    CONSULTANT · Direct $32.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004123336NAL0011416161001 cover?
It is the 2023 Form 5500 filing for Norwood Life Society Employees' Retirement Plan, reported by Norwood Life Society (EIN 56-2663863).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages