2023 Form 5500 filing — 403(B) Thrift Plan Of Work Skills Corporation

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 20241015145043NAL0056770018001) for 403(B) Thrift Plan Of Work Skills Corporation, reported by Work Skills Corporation under EIN 38-2025701 and plan number 001. It reports 1,718 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)$3.3MReported net assets$3,345,933
Participants1.7K1,718
Provider compensation$11K5 Schedule C row(s)$11,005
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015145043NAL0056770018001
Plan sponsor
Work Skills Corporation
EIN
38-2025701
Plan number
001
Location
Brighton, 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)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$731.4K
Total expenses$336.9K
Benefits paid / distributions$332.7K
Contributions
Employer$54K
Participant$216K
Full reported line items
Total assets (EOY)
$3,345,933
Total liabilities (EOY)
$0
Net assets (EOY)
$3,345,933
Employer contributions
$54,017
Participant contributions
$215,990
Total income / additions
$731,398
Benefits paid
$332,674
Administrative expenses
$4,177
Total expenses
$336,851
Net increase / (decrease)
$394,547

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Hub International Midwest LimitedTPA ALLOWANCE PROGRAM$6,751$0
Stancorp Financial GroupRECORDKEEPER$3,111$0
Global Retirement Partners, LLCADVISORY SERVICES$930$0
Hub International Midwest LimitedTPA FEES$120$0
Reliance CustodyCUSTODY FEES$93$0

Related Form 5500 pages