2023 Form 5500 filing — 403(B) Thrift Plan Of The Children'S Institute Of Pittsburgh
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 20241008104946NAL0017420065001) for 403(B) Thrift Plan Of The Children'S Institute Of Pittsburgh, reported by The Children'S Institute Parent Company under EIN 87-2677614 and plan number 004. It reports 670 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008104946NAL0017420065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Children'S Institute Parent Company
- EIN
- 87-2677614
- Plan number
- 004
- Location
- Pittsburgh, PA
- Participants
- 670
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,222,848
- Net assets (EOY)
- $27,222,848
- Employer contributions
- $555,177
- Participant contributions
- $1,031,578
- Total income / additions
- $6,014,467
- Benefits paid
- $2,137,741
- Administrative expenses
- $100,967
- Total expenses
- $2,238,708
- Net increase / (decrease)
- $3,775,759
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMIN | $81,449 | $0 |
| Metro Benefits, Inc. | CONTRACT ADMIN. | $4,160 | $22,963 |
| Db Root & Company LLC | INVESTMENT ADVISORY | $0 | $14,000 |
| Schneider Downs Inc. | ACCOUNTANT | $13,785 | not reported in the loaded dataset |
| Db Root & Company, LLC | INVESTMENT ADVISORY | $1,088 | $5,911 |