403(B) Thrift Plan For Murtis Taylor Human Services System — Form 5500 plan (Murtis Taylor Human Services System)
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, 403(B) Thrift Plan For Murtis Taylor Human Services System is a benefit plan reported by Murtis Taylor Human Services System under EIN 23-7158458 and plan number 003. The latest loaded filing year is 2023. The filing reports 260 participants and $7,190,618 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.2MPlan net assets, end of year$7,190,618
Participants260Covered participants reported
Assets / participant$27.7KComputed: assets ÷ participants$27,656 (computed)
Provider compensation$71K3 Schedule C provider row(s)$71,042
- Plan sponsor
- Murtis Taylor Human Services System
- EIN
- 23-7158458
- Plan number
- 003
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H, C | 20241003103057NAL0010408993001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.2M total assets
Net assets$7.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,190,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,190,618
- Net assets (BOY)
- $6,483,114
Income & contributions
- Employer contributions
- $209,133
- Participant contributions
- $311,178
- Total contributions
- $520,311
- Total income / additions
- $1,469,107
Expenses & distributions
- Benefits paid
- $715,190
- Administrative expenses
- $46,413
- Total expenses
- $761,603
- Net increase / (decrease)
- $707,504
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income49%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $46,249 | $0 | 2023 |
| Global Retirement Partners Inc | INVESTMENT ADVISORY | $0 | $19,134 | 2023 |
| Cbiz Benefits & Insurance | TPA | $0 | $5,659 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Murtis Taylor Human Services System
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partners Inc — Schedule C compensation
- Cbiz Benefits & Insurance — Schedule C compensation