Plan5500

Assisi Retirement Plan — Form 5500 plan (Franciscan Alliance, 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, Assisi Retirement Plan is a benefit plan reported by Franciscan Alliance, Inc. under EIN 35-1330472 and plan number 002. The latest loaded filing year is 2023. The filing reports 841 participants and $72,263,932 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Franciscan Alliance, Inc.
EIN
35-1330472
Plan number
002
Plan type
2
Location
Mishawaka, IN
Latest filing year
2023
Participants
841
End-of-year plan assets
$72,263,932

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023841H, C20241015090426NAL0027897153006

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,263,932
Net assets (EOY)
$72,263,932
Net assets (BOY)
$67,654,151

Income & contributions

Total income / additions
$11,625,027

Expenses & distributions

Benefits paid
$6,973,134
Administrative expenses
$42,019
Total expenses
$7,015,246
Net increase / (decrease)
$4,609,781

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CompanyNONE$42,019$02023

Related Form 5500 pages