2023 Form 5500 filing — Employee Benefits Plan Of Methodist Children'S Home Society

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 20241014141209NAL0013426979001) for Employee Benefits Plan Of Methodist Children'S Home Society, reported by Methodist Children'S Home Society under EIN 38-1240951 and plan number 004. It reports 199 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)$9.2MReported net assets$9,204,513
Participants199
Provider compensation$167.9K2 Schedule C row(s)$167,905
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014141209NAL0013426979001
Plan sponsor
Methodist Children'S Home Society
EIN
38-1240951
Plan number
004
Location
Redford, MI
Received date
not reported in the loaded dataset
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)$9.2M total assets
Net assets$9.2MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Full reported line items
Total assets (EOY)
$9,204,513
Total liabilities (EOY)
$0
Net assets (EOY)
$9,204,513
Total income / additions
$1,337,174
Benefits paid
$1,410,381
Administrative expenses
$124,550
Total expenses
$1,534,931
Net increase / (decrease)
-$197,757

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$124,550$0
Lpl Financial LLC - RpcpINVESTMENT ADVISORY$0$43,355

Related Form 5500 pages