Plan5500

Diocese Of Youngstown Retirement Income Plan — Form 5500 plan (Diocese Of Youngstown)

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, Diocese Of Youngstown Retirement Income Plan is a benefit plan reported by Diocese Of Youngstown under EIN 34-0714655 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,414 participants and $66,303,530 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Diocese Of Youngstown
EIN
34-0714655
Plan number
001
Plan type
2
Location
Youngstown, OH
Latest filing year
2023
Participants
1,414
End-of-year plan assets
$66,303,530

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,414H, C20250414134412NAL0003181328001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,303,530
Total liabilities (EOY)
$0
Net assets (EOY)
$66,303,530
Net assets (BOY)
$69,151,419

Income & contributions

Total contributions
$0
Total income / additions
$3,408,510

Expenses & distributions

Benefits paid
$5,944,081
Administrative expenses
$312,318
Total expenses
$6,256,399
Net increase / (decrease)
-$2,847,889

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting GroupNONE$127,198not reported in the loaded dataset2023
Bricker Graydon LlpNONE$19,715not reported in the loaded dataset2023
Charles Schwab BankNONE$16,661$02023
Maloney + Novotny LLCNONE$13,000not reported in the loaded dataset2023

Related Form 5500 pages