Comunilife, Inc. Retirement Plan — Form 5500 plan (Comunilife, Inc.)
Plain-English plan 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, Comunilife, Inc. Retirement Plan is a benefit plan reported by Comunilife, Inc. under EIN 13-3530299 and plan number 002. The latest loaded filing year is 2023. The filing reports 396 participants and $8,953,109 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Comunilife, Inc.
- EIN
- 13-3530299
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 396
- End-of-year plan assets
- $8,953,109
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20250430190754NAL0002320433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,953,109
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,953,109
- Net assets (BOY)
- $8,551,282
Income & contributions
- Employer contributions
- $760,487
- Participant contributions
- $468,051
- Total contributions
- $1,355,566
- Total income / additions
- $2,265,262
Expenses & distributions
- Benefits paid
- $1,782,723
- Administrative expenses
- $54,258
- Total expenses
- $1,863,435
- Net increase / (decrease)
- $401,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Ins Co | CONTRACT ADMINSTRATOR | $47,663 | $0 | 2023 |
| Associated Pension Consultants | CONTRACT ADMINISTRATOR | $6,595 | $6,654 | 2023 |
| Morningstar Investment Mgmt LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Comunilife, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Principal Life Ins Co — Schedule C compensation
- Associated Pension Consultants — Schedule C compensation
- Morningstar Investment Mgmt LLC — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation