2023 Form 5500 filing — Wellthbuilder Pooled Employer 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 20241011101937NAL0012365251001) for Wellthbuilder Pooled Employer Plan, reported by Standard Retirement Services, Inc. under EIN 25-1838406 and plan number 101. It reports 1,118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011101937NAL0012365251001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Standard Retirement Services, Inc.
- EIN
- 25-1838406
- Plan number
- 101
- Location
- Portland, OR
- Participants
- 1,118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,472,163
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,472,163
- Employer contributions
- $2,125,762
- Participant contributions
- $4,083,608
- Total income / additions
- $10,835,242
- Benefits paid
- $2,644,880
- Administrative expenses
- $93,361
- Total expenses
- $2,756,674
- Net increase / (decrease)
- $8,078,568
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $51,760 | $0 |
| Global Retirment Partners, LLC | NONE | $41,601 | not reported in the loaded dataset |