Retirement Living, Inc. Dba Marquette 403(B) Plan — Form 5500 plan (Retirement Living, Inc. Dba Marquette Manor)
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, Retirement Living, Inc. Dba Marquette 403(B) Plan is a benefit plan reported by Retirement Living, Inc. Dba Marquette Manor under EIN 35-1393773 and plan number 010. The latest loaded filing year is 2023. The filing reports 330 participants and $3,704,072 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Retirement Living, Inc. Dba Marquette Manor
- EIN
- 35-1393773
- Plan number
- 010
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 330
- End-of-year plan assets
- $3,704,072
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 330 | H, C | 20241015123738NAL0047934400001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,704,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,704,072
- Net assets (BOY)
- $3,563,222
Income & contributions
- Employer contributions
- $82,439
- Participant contributions
- $198,401
- Total contributions
- $295,583
- Total income / additions
- $657,256
Expenses & distributions
- Benefits paid
- $504,989
- Administrative expenses
- $11,417
- Total expenses
- $516,406
- Net increase / (decrease)
- $140,850
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $8,664 | $0 | 2023 |
| Equitable Financial Life Insurance | RECORDKEEPER | $0 | $6,418 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $403 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Retirement Living, Inc. Dba Marquette Manor
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Principal Life Insurance Company — Schedule C compensation
- Equitable Financial Life Insurance — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation