The Church Home Of The Protestant Episcopal Employees' Retirement Plan — Form 5500 plan (The Church Home Of The Protestant Episcopal Church)
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, The Church Home Of The Protestant Episcopal Employees' Retirement Plan is a benefit plan reported by The Church Home Of The Protestant Episcopal Church under EIN 16-0743962 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,051 participants and $13,018,526 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Church Home Of The Protestant Episcopal Church
- EIN
- 16-0743962
- Plan number
- 002
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 1,051
- End-of-year plan assets
- $13,018,526
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,051 | H, C | 20240930081901NAL0003116179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,018,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,018,526
- Net assets (BOY)
- $11,289,473
Income & contributions
- Employer contributions
- $507,481
- Participant contributions
- $1,126,774
- Total contributions
- $1,743,024
- Total income / additions
- $3,585,789
Expenses & distributions
- Benefits paid
- $1,683,512
- Administrative expenses
- $173,224
- Total expenses
- $1,856,736
- Net increase / (decrease)
- $1,729,053
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burke Group | NONE | $140,206 | $0 | 2023 |
| Alesco Advisors LLC | NONE | $29,684 | $0 | 2023 |
| Bonadio & Co., Llp | NONE | $3,336 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | NONE | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Church Home Of The Protestant Episcopal Church
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Burke Group — Schedule C compensation
- Alesco Advisors LLC — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation