2023 Form 5500 filing — Accord Corporation Tax Deferred Annuity 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 20241015065209NAL0015923603003) for Accord Corporation Tax Deferred Annuity Plan, reported by Accord Corporation under EIN 22-2218884 and plan number 001. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015065209NAL0015923603003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Accord Corporation
- EIN
- 22-2218884
- Plan number
- 001
- Location
- Belmont, NY
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,236,674
- Net assets (EOY)
- $4,236,674
- Employer contributions
- $99,484
- Participant contributions
- $137,363
- Total income / additions
- $801,739
- Benefits paid
- $775,171
- Administrative expenses
- $2,231
- Total expenses
- $790,111
- Net increase / (decrease)
- $11,628
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Financial Life Insurance | RECORD KEEPER | $70 | $28,061 |
| Milestone Consultants Inc. | ADVISOR | $9,330 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER | $7,423 | $69 |