Presbyterian Homes And Services Tax Deferred Annuity Plan — Form 5500 plan (Presbyterian Homes And Services)
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, Presbyterian Homes And Services Tax Deferred Annuity Plan is a benefit plan reported by Presbyterian Homes And Services under EIN 41-0758756 and plan number 007. The latest loaded filing year is 2023. The filing reports 8,500 participants and $103,797,675 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Presbyterian Homes And Services
- EIN
- 41-0758756
- Plan number
- 007
- Plan type
- 2
- Location
- Roseville, MN
- Latest filing year
- 2023
- Participants
- 8,500
- End-of-year plan assets
- $103,797,675
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,500 | H, C | 20241011140521NAL0012571267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $103,797,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $103,797,675
- Net assets (BOY)
- $86,553,875
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $9,590,256
- Total contributions
- $9,590,256
- Total income / additions
- $25,631,988
Expenses & distributions
- Benefits paid
- $8,373,759
- Administrative expenses
- $11,978
- Total expenses
- $8,388,188
- Net increase / (decrease)
- $17,243,800
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $11,778 | $112,818 | 2023 |
| Cbiz Investment Advisory Services | NONE | $0 | $69,230 | 2023 |
| Cliftonlarsonallen Llp | NONE | $0 | $10,629 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $200 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Presbyterian Homes And Services
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Roseville, MN
- American United Life Insurance Co — Schedule C compensation
- Cbiz Investment Advisory Services — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation