Senior Service America, Inc. Staff Pension Plan — Form 5500 plan (Senior Service America, 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, Senior Service America, Inc. Staff Pension Plan is a benefit plan reported by Senior Service America, Inc. under EIN 52-1763637 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $48,675,167 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Senior Service America, Inc.
- EIN
- 52-1763637
- Plan number
- 001
- Plan type
- 3
- Location
- Silver Spring, MD
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $48,675,167
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20240730102940NAL0019889777003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,675,167
- Total liabilities (EOY)
- $28,805
- Net assets (EOY)
- $48,646,362
- Net assets (BOY)
- $43,162,459
Income & contributions
- Total income / additions
- $7,238,293
Expenses & distributions
- Benefits paid
- $1,533,030
- Administrative expenses
- $221,360
- Total expenses
- $1,754,390
- Net increase / (decrease)
- $5,483,903
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | ACTUARY | $80,906 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | INVESTMENT MANAGER | $21,558 | $0 | 2023 |
| Adp | NONE | $16,699 | not reported in the loaded dataset | 2023 |
| Gorfine Schiller & Gardyn Pa | AUDITOR | $14,500 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | INVESTMENT CONSULTANT | $12,500 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Compa | INVESTMENT CONSULTANT | $10,535 | not reported in the loaded dataset | 2023 |
| Daniel Kerr | EMPLOYEE | $6,309 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Senior Service America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Silver Spring, MD
- The Segal Company — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Adp — Schedule C compensation
- Gorfine Schiller & Gardyn Pa — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Blackrock Institutional Trust Compa — Schedule C compensation
- Daniel Kerr — Schedule C compensation