The Christian Benevolent 403b Retirement Program — Form 5500 plan (The Christian Benevolent Association Of Greater Cincinnati)
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 Christian Benevolent 403b Retirement Program is a benefit plan reported by The Christian Benevolent Association Of Greater Cincinnati under EIN 31-0675610 and plan number 002. The latest loaded filing year is 2023. The filing reports 495 participants and $6,257,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Christian Benevolent Association Of Greater Cincinnati
- EIN
- 31-0675610
- Plan number
- 002
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 495
- End-of-year plan assets
- $6,257,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 495 | H, C | 20240930112128NAL0005472817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,257,309
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,257,309
- Net assets (BOY)
- $4,949,267
Income & contributions
- Employer contributions
- $384,518
- Participant contributions
- $671,167
- Total contributions
- $1,075,010
- Total income / additions
- $1,886,968
Expenses & distributions
- Benefits paid
- $455,737
- Administrative expenses
- $82,591
- Total expenses
- $578,926
- Net increase / (decrease)
- $1,308,042
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORD KEEPER | $60,336 | $0 | 2023 |
| Securities America, Inc. | INVESTMENT | $0 | $47,942 | 2023 |
| Edward D.A. Sommer | INVESTMENT | $2,226 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Christian Benevolent Association Of Greater Cincinnati
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Nationwide — Schedule C compensation
- Securities America, Inc. — Schedule C compensation
- Edward D.A. Sommer — Schedule C compensation