Plan5500

Adelphoi Usa, Inc. Tax Deferred Annuity Plan — Form 5500 plan (Adelphoi Usa, Inc.)

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, Adelphoi Usa, Inc. Tax Deferred Annuity Plan is a benefit plan reported by Adelphoi Usa, Inc. under EIN 23-7170997 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,197 participants and $26,644,808 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adelphoi Usa, Inc.
EIN
23-7170997
Plan number
001
Plan type
2
Location
Latrobe, PA
Latest filing year
2023
Participants
1,197
End-of-year plan assets
$26,644,808

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,197H, C20240605062622NAL0043669234001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,644,808
Total liabilities (EOY)
$0
Net assets (EOY)
$26,644,808
Net assets (BOY)
$22,364,042

Income & contributions

Employer contributions
$596,664
Participant contributions
$1,773,979
Total contributions
$2,504,443
Total income / additions
$6,273,839

Expenses & distributions

Benefits paid
$1,885,757
Administrative expenses
$104,393
Total expenses
$1,993,073
Net increase / (decrease)
$4,280,766

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER & OTHER$80,369$02023
Dunbar, Bender & Zapf, Inc.CONTRACT ADMIN$17,453$10,0002023
Empower Advisory Group, LLCINVESTMENT MGMT$10,096not reported in the loaded dataset2023

Related Form 5500 pages