United Church Of Christ Homes Retirement Plan — Form 5500 plan (United Church Of Christ Homes)
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 Church Of Christ Homes Retirement Plan is a benefit plan reported by United Church Of Christ Homes under EIN 23-1615155 and plan number 001. The latest loaded filing year is 2023. The filing reports 984 participants and $34,391,667 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Church Of Christ Homes
- EIN
- 23-1615155
- Plan number
- 001
- Plan type
- 2
- Location
- Camp Hill, PA
- Latest filing year
- 2023
- Participants
- 984
- End-of-year plan assets
- $34,391,667
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 984 | H, C | 20241007133044NAL0026275808001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,391,667
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,391,667
- Net assets (BOY)
- $30,097,305
Income & contributions
- Employer contributions
- $2,170,043
- Participant contributions
- $1,046,967
- Total contributions
- $3,230,937
- Total income / additions
- $7,800,124
Expenses & distributions
- Benefits paid
- $3,401,186
- Administrative expenses
- $104,576
- Total expenses
- $3,505,762
- Net increase / (decrease)
- $4,294,362
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conrad Siegel | NONE | $45,305 | not reported in the loaded dataset | 2023 |
| Conrad Siegel Investment Advisors | NONE | $44,328 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $14,942 | $0 | 2023 |
| American Century Investment Inc | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Church Of Christ Homes
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Camp Hill, PA
- Conrad Siegel — Schedule C compensation
- Conrad Siegel Investment Advisors — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- American Century Investment Inc — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation