2023 Form 5500 filing — The Arc Of Union County, Inc. Retirement 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 20241015132624NAL0028570673001) for The Arc Of Union County, Inc. Retirement Plan, reported by The Arc Of Union County, Inc. under EIN 22-1686764 and plan number 001. It reports 832 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132624NAL0028570673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Arc Of Union County, Inc.
- EIN
- 22-1686764
- Plan number
- 001
- Location
- Springfield, NJ
- Participants
- 832
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,841,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,841,041
- Employer contributions
- $551,550
- Participant contributions
- $516,931
- Total income / additions
- $2,844,629
- Benefits paid
- $968,671
- Administrative expenses
- $90,305
- Total expenses
- $1,083,294
- Net increase / (decrease)
- $1,761,335
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Life Insurance | RECORDKEEPER | $63,816 | $2,217 |
| Stadion Money Management | MONEY MANAGER | $14,918 | $5,738 |
| Securian Financial Services In | BROKER | $0 | $17,728 |
| Cetera Advisor Networks LLC | BROKER | $0 | $6,634 |
| Iron-Co-Fid-Comprehensive | BROKER | $5,438 | not reported in the loaded dataset |
| Planned Financial Programs | THIRD PARTY ADMINISTRATO | $5,045 | not reported in the loaded dataset |