Moravian Care Employee Retirement Plan — Form 5500 plan (Moravian Care Ministries Dba Auburn Homes & 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, Moravian Care Employee Retirement Plan is a benefit plan reported by Moravian Care Ministries Dba Auburn Homes & Services under EIN 41-1771225 and plan number 001. The latest loaded filing year is 2023. The filing reports 805 participants and $5,158,016 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Moravian Care Ministries Dba Auburn Homes & Services
- EIN
- 41-1771225
- Plan number
- 001
- Plan type
- 2
- Location
- Chaska, MN
- Latest filing year
- 2023
- Participants
- 805
- End-of-year plan assets
- $5,158,016
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 805 | H, C | 20250916133627NAL0002009201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,158,016
- Total liabilities (EOY)
- $250
- Net assets (EOY)
- $5,157,766
- Net assets (BOY)
- $4,322,730
Income & contributions
- Employer contributions
- $224,744
- Participant contributions
- $385,051
- Total contributions
- $731,275
- Total income / additions
- $1,527,888
Expenses & distributions
- Benefits paid
- $621,009
- Administrative expenses
- $71,843
- Total expenses
- $692,852
- Net increase / (decrease)
- $835,036
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | CUSTODIAN | $23,885 | $0 | 2023 |
| Tax Sheltered Compensation, Inc. | THIRD PARTY ADMINISTRATO | $10,426 | $1,396 | 2023 |
| Nfp Retirement, Inc. | FINANCIAL ADVISOR | $9,114 | $0 | 2023 |
| Reliance Trust | CUSTODIAN | $0 | $513 | 2023 |
| Variable Annuity Life Insurance Co. | CUSTODIAN | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Moravian Care Ministries Dba Auburn Homes & Services
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Chaska, MN
- Stancorp Financial Group — Schedule C compensation
- Tax Sheltered Compensation, Inc. — Schedule C compensation
- Nfp Retirement, Inc. — Schedule C compensation
- Reliance Trust — Schedule C compensation
- Variable Annuity Life Insurance Co. — Schedule C compensation