Starr Commonwealth 403(B) Plan — Form 5500 plan (Starr Commonwealth)
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, Starr Commonwealth 403(B) Plan is a benefit plan reported by Starr Commonwealth under EIN 38-1359593 and plan number 002. The latest loaded filing year is 2023. The filing reports 120 participants and $5,663,098 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Starr Commonwealth
- EIN
- 38-1359593
- Plan number
- 002
- Plan type
- 2
- Location
- Albion, MI
- Latest filing year
- 2023
- Participants
- 120
- End-of-year plan assets
- $5,663,098
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | H, C | 20250415095035NAL0005414240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,663,098
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,663,098
- Net assets (BOY)
- $4,413,076
Income & contributions
- Employer contributions
- $94,755
- Participant contributions
- $282,863
- Total contributions
- $377,618
- Total income / additions
- $1,553,689
Expenses & distributions
- Benefits paid
- $298,398
- Administrative expenses
- $5,269
- Total expenses
- $303,667
- Net increase / (decrease)
- $1,250,022
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $5,269 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| American Beacon Funds | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Harbor Capital | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Lord Abbett | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Starr Commonwealth
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Albion, MI
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- American Funds — Schedule C compensation
- American Beacon Funds — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Harbor Capital — Schedule C compensation
- Fidelity — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Lord Abbett — Schedule C compensation