2023 Form 5500 filing — Moravian Care Employee 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 20250916133627NAL0002009201001) for Moravian Care Employee Retirement Plan, reported by Moravian Care Ministries Dba Auburn Homes & Services under EIN 41-1771225 and plan number 001. It reports 805 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250916133627NAL0002009201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moravian Care Ministries Dba Auburn Homes & Services
- EIN
- 41-1771225
- Plan number
- 001
- Location
- Chaska, MN
- Participants
- 805
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,158,016
- Total liabilities (EOY)
- $250
- Net assets (EOY)
- $5,157,766
- Employer contributions
- $224,744
- Participant contributions
- $385,051
- Total income / additions
- $1,527,888
- Benefits paid
- $621,009
- Administrative expenses
- $71,843
- Total expenses
- $692,852
- Net increase / (decrease)
- $835,036
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | CUSTODIAN | $23,885 | $0 |
| Tax Sheltered Compensation, Inc. | THIRD PARTY ADMINISTRATO | $10,426 | $1,396 |
| Nfp Retirement, Inc. | FINANCIAL ADVISOR | $9,114 | $0 |
| Reliance Trust | CUSTODIAN | $0 | $513 |
| Variable Annuity Life Insurance Co. | CUSTODIAN | not reported in the loaded dataset | not reported in the loaded dataset |