2023 Form 5500 filing — Comunilife, 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 20250430190754NAL0002320433001) for Comunilife, Inc. Retirement Plan, reported by Comunilife, Inc. under EIN 13-3530299 and plan number 002. It reports 396 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)$9MReported net assets$8,953,109
Participants396
Provider compensation$60.9K4 Schedule C row(s)$60,912
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250430190754NAL0002320433001
Plan sponsor
Comunilife, Inc.
EIN
13-3530299
Plan number
002
Location
New York, NY
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)$9M total assets
Net assets$9MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$760.5K
Participant$468.1K
Full reported line items
Total assets (EOY)
$8,953,109
Total liabilities (EOY)
$0
Net assets (EOY)
$8,953,109
Employer contributions
$760,487
Participant contributions
$468,051
Total income / additions
$2,265,262
Benefits paid
$1,782,723
Administrative expenses
$54,258
Total expenses
$1,863,435
Net increase / (decrease)
$401,827

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Ins CoCONTRACT ADMINSTRATOR$47,663$0
Associated Pension ConsultantsCONTRACT ADMINISTRATOR$6,595$6,654
Morningstar Investment Mgmt LLCINV ADV, PARTICIPANTS$0$0
Wilshire Associates IncorporatedINVESTMENT ADVISORY$0$0

Related Form 5500 pages