Episcopal Retirement Services Staff Retirement Plan — Form 5500 plan (Episcopal Retirement Homes, 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, Episcopal Retirement Services Staff Retirement Plan is a benefit plan reported by Episcopal Retirement Homes, Inc. under EIN 31-0554071 and plan number 001. The latest loaded filing year is 2023. The filing reports 638 participants and $17,644,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Episcopal Retirement Homes, Inc.
- EIN
- 31-0554071
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 638
- End-of-year plan assets
- $17,644,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 638 | H, C | 20240611091147NAL0015057795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,644,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,644,699
- Net assets (BOY)
- $15,811,792
Income & contributions
- Employer contributions
- $331,041
- Participant contributions
- $1,355,649
- Total contributions
- $1,798,265
- Total income / additions
- $4,202,839
Expenses & distributions
- Benefits paid
- $2,255,520
- Administrative expenses
- $101,993
- Total expenses
- $2,369,932
- Net increase / (decrease)
- $1,832,907
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $50,317 | $0 | 2023 |
| Mariner Wealth Advisors, LLC | INVESTMENT ADVISOR | $49,211 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,465 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Episcopal Retirement Homes, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Empower Annuity Insurance Company — Schedule C compensation
- Mariner Wealth Advisors, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation