Third Federal Savings Retirement Plan — Form 5500 plan (Third Federal Savings And Loan Association Of Cleveland)
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, Third Federal Savings Retirement Plan is a benefit plan reported by Third Federal Savings And Loan Association Of Cleveland under EIN 34-0573493 and plan number 003. The latest loaded filing year is 2023. The filing reports 448 participants and $80,358,607 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Third Federal Savings And Loan Association Of Cleveland
- EIN
- 34-0573493
- Plan number
- 003
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 448
- End-of-year plan assets
- $80,358,607
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 448 | H, C | 20241028143900NAL0003631633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,358,607
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,358,607
- Net assets (BOY)
- $77,007,837
Income & contributions
- Total contributions
- $0
- Total income / additions
- $8,075,956
Expenses & distributions
- Benefits paid
- $4,489,291
- Administrative expenses
- $235,895
- Total expenses
- $4,725,186
- Net increase / (decrease)
- $3,350,770
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $101,001 | $39,349 | 2023 |
| Clearstead Advisors, LLC | INVESTMENT ADVISORY | $25,519 | $25,750 | 2023 |
| Principal Global Investors LLC | INVESTMENT ADVISORY | $49,571 | not reported in the loaded dataset | 2023 |
| Meaden & Moore Ltd | ACCOUNTANT | $12,000 | not reported in the loaded dataset | 2023 |
| Thompson Hine Llp | LEGAL | $1,709 | $8,064 | 2023 |
| Principal Custody Solutions | CUSTODIAN | $9,587 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Third Federal Savings And Loan Association Of Cleveland
- 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
- Clearstead Advisors, LLC — Schedule C compensation
- Principal Global Investors LLC — Schedule C compensation
- Meaden & Moore Ltd — Schedule C compensation
- Thompson Hine Llp — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation