2023 Form 5500 filing — Laurel Eye Clinic Group Retirement Plan And Trust Agreement
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 20241008111144NAL0008287891001) for Laurel Eye Clinic Group Retirement Plan And Trust Agreement, reported by Laurel Eye Clinic Group under EIN 25-1375158 and plan number 002. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008111144NAL0008287891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Laurel Eye Clinic Group
- EIN
- 25-1375158
- Plan number
- 002
- Location
- Brookville, PA
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,133,453
- Net assets (EOY)
- $15,133,453
- Employer contributions
- $158,263
- Participant contributions
- $392,818
- Total income / additions
- $2,730,152
- Benefits paid
- $550,684
- Administrative expenses
- $59,377
- Total expenses
- $610,061
- Net increase / (decrease)
- $2,120,091
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Company | INVESTMENT ADVISOR | $31,070 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $15,325 | not reported in the loaded dataset |
| Mesirow Financial, Inc. | INVESTMENT ADVISOR | $2,548 | not reported in the loaded dataset |
| Metro Benefits, Inc. | THIRD PARTY ADMINISTRATO | $1,075 | not reported in the loaded dataset |