2023 Form 5500 filing — United Church Of Christ Homes 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 20241007133044NAL0026275808001) for United Church Of Christ Homes Retirement Plan, reported by United Church Of Christ Homes under EIN 23-1615155 and plan number 001. It reports 984 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007133044NAL0026275808001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Church Of Christ Homes
- EIN
- 23-1615155
- Plan number
- 001
- Location
- Camp Hill, PA
- Participants
- 984
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,391,667
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,391,667
- Employer contributions
- $2,170,043
- Participant contributions
- $1,046,967
- Total income / additions
- $7,800,124
- Benefits paid
- $3,401,186
- Administrative expenses
- $104,576
- Total expenses
- $3,505,762
- Net increase / (decrease)
- $4,294,362
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conrad Siegel | NONE | $45,305 | not reported in the loaded dataset |
| Conrad Siegel Investment Advisors | NONE | $44,328 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $14,942 | $0 |
| American Century Investment Inc | NONE | $0 | $0 |
| Fidelity & Research Company | NONE | $0 | $0 |