Brio Living Services 403(B) Plan — Form 5500 plan (United Methodist Retirement Communities, 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, Brio Living Services 403(B) Plan is a benefit plan reported by United Methodist Retirement Communities, Inc. under EIN 38-1366908 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,490 participants and $27,360,562 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Methodist Retirement Communities, Inc.
- EIN
- 38-1366908
- Plan number
- 001
- Plan type
- 2
- Location
- Chelsea, MI
- Latest filing year
- 2023
- Participants
- 1,490
- End-of-year plan assets
- $27,360,562
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,490 | H, C | 20241010162515NAL0010254003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,360,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,360,562
- Net assets (BOY)
- $21,304,002
Income & contributions
- Employer contributions
- $996,385
- Participant contributions
- $2,886,403
- Total contributions
- $4,052,342
- Total income / additions
- $8,017,202
Expenses & distributions
- Benefits paid
- $1,732,521
- Administrative expenses
- $228,121
- Total expenses
- $1,960,642
- Net increase / (decrease)
- $6,056,560
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | CUSTODIAN | $97,729 | $997 | 2023 |
| Beene Garter A Doeren Mayhew Firm | TPA | $58,385 | $0 | 2023 |
| Lpl Financial LLC-Rpcp | ADVISOR | $58,069 | not reported in the loaded dataset | 2023 |
| Iron-Co-Fid-Comprehensive | INVESTMENT MANAGEMENT | $11,615 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Methodist Retirement Communities, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Chelsea, MI
- Nationwide — Schedule C compensation
- Beene Garter A Doeren Mayhew Firm — Schedule C compensation
- Lpl Financial LLC-Rpcp — Schedule C compensation
- Iron-Co-Fid-Comprehensive — Schedule C compensation