The Ohio Masonic Home 403(B) Retirement Savings Plan — Form 5500 plan (The Ohio Masonic Home)
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, The Ohio Masonic Home 403(B) Retirement Savings Plan is a benefit plan reported by The Ohio Masonic Home under EIN 31-0536997 and plan number 002. The latest loaded filing year is 2023. The filing reports 756 participants and $14,140,786 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Ohio Masonic Home
- EIN
- 31-0536997
- Plan number
- 002
- Plan type
- 2
- Location
- Springfield, OH
- Latest filing year
- 2023
- Participants
- 756
- End-of-year plan assets
- $14,140,786
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 756 | H, C | 20241002134629NAL0015115824001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,140,786
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,140,786
- Net assets (BOY)
- $12,106,028
Income & contributions
- Employer contributions
- $423,242
- Participant contributions
- $882,121
- Total contributions
- $1,334,785
- Total income / additions
- $3,452,786
Expenses & distributions
- Benefits paid
- $1,333,492
- Administrative expenses
- $84,536
- Total expenses
- $1,418,028
- Net increase / (decrease)
- $2,034,758
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $63,642 | $0 | 2023 |
| Pnc Institutional Asset Management | ADVISOR | $17,051 | not reported in the loaded dataset | 2023 |