Plan5500

Elwyn, Inc. Retirement Plan — Form 5500 plan (Elwyn)

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, Elwyn, Inc. Retirement Plan is a benefit plan reported by Elwyn under EIN 23-1352117 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,681 participants and $44,543,900 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Elwyn
EIN
23-1352117
Plan number
001
Plan type
2
Location
Elwyn, PA
Latest filing year
2023
Participants
2,681
End-of-year plan assets
$44,543,900

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,681H, C20240930072152NAL0002480563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,543,900
Total liabilities (EOY)
$0
Net assets (EOY)
$44,543,900
Net assets (BOY)
$47,149,138

Income & contributions

Employer contributions
$1,700,000
Total contributions
$1,700,000
Total income / additions
$6,553,120

Expenses & distributions

Benefits paid
$7,709,889
Administrative expenses
$1,448,469
Total expenses
$9,158,358
Net increase / (decrease)
-$2,605,238

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mill Creek Capital Advisors, LLCNONE$165,390not reported in the loaded dataset2023
Brinker Capital Inc.NONE$60,090not reported in the loaded dataset2023

Related Form 5500 pages