Accord Corporation Tax Deferred Annuity Plan — Form 5500 plan (Accord Corporation)
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, Accord Corporation Tax Deferred Annuity Plan is a benefit plan reported by Accord Corporation under EIN 22-2218884 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $4,236,674 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Accord Corporation
- EIN
- 22-2218884
- Plan number
- 001
- Plan type
- 2
- Location
- Belmont, NY
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $4,236,674
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20241015065209NAL0015923603003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,236,674
- Net assets (EOY)
- $4,236,674
- Net assets (BOY)
- $4,225,046
Income & contributions
- Employer contributions
- $99,484
- Participant contributions
- $137,363
- Total contributions
- $237,899
- Total income / additions
- $801,739
Expenses & distributions
- Benefits paid
- $775,171
- Administrative expenses
- $2,231
- Total expenses
- $790,111
- Net increase / (decrease)
- $11,628
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Financial Life Insurance | RECORD KEEPER | $70 | $28,061 | 2023 |
| Milestone Consultants Inc. | ADVISOR | $9,330 | not reported in the loaded dataset | 2023 |
| Nationwide | RECORDKEEPER | $7,423 | $69 | 2023 |