2023 Form 5500 filing — Christian Living Communities 403(B) 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 20241015144044NAL0030014993001) for Christian Living Communities 403(B) Retirement Plan, reported by Christian Living Communites under EIN 45-5475166 and plan number 001. It reports 736 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144044NAL0030014993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Christian Living Communites
- EIN
- 45-5475166
- Plan number
- 001
- Location
- Englewood, CO
- Participants
- 736
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,415,787
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,415,787
- Employer contributions
- $243,464
- Participant contributions
- $1,061,609
- Total income / additions
- $3,168,356
- Benefits paid
- $2,001,640
- Administrative expenses
- $84,356
- Total expenses
- $2,085,996
- Net increase / (decrease)
- $1,082,360
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $56,781 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $31,743 | not reported in the loaded dataset |
| Alerus Financial Na | CONTRACT ADMIN | $3,581 | $1,000 |
| Retirement Planning Services, Inc. | OTHER | $247 | $0 |