United Methodist Homes 403 B Plan — Form 5500 plan (Umh Management Services Corp.)
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, United Methodist Homes 403 B Plan is a benefit plan reported by Umh Management Services Corp. under EIN 16-1486032 and plan number 001. The latest loaded filing year is 2023. The filing reports 978 participants and $26,114,155 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Umh Management Services Corp.
- EIN
- 16-1486032
- Plan number
- 001
- Plan type
- 2
- Location
- Binghamton, NY
- Latest filing year
- 2023
- Participants
- 978
- End-of-year plan assets
- $26,114,155
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 978 | H, C | 20240724105030NAL0007362579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,114,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,114,155
- Net assets (BOY)
- $25,033,322
Income & contributions
- Participant contributions
- $1,238,166
- Total contributions
- $1,503,179
- Total income / additions
- $5,620,916
Expenses & distributions
- Benefits paid
- $4,417,566
- Administrative expenses
- $121,577
- Total expenses
- $4,540,083
- Net increase / (decrease)
- $1,080,833
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plan Admin Service LLC | NONE | $61,607 | $0 | 2023 |
| Lpl Financial | NONE | $50,970 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | AUDITOR | $9,000 | not reported in the loaded dataset | 2023 |