Pinnacle Living Tsa Retirement Plan — Form 5500 plan (Virginia United Methodist Homes, Inc. Dba Pinnacle Living)

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, Pinnacle Living Tsa Retirement Plan is a benefit plan reported by Virginia United Methodist Homes, Inc. Dba Pinnacle Living under EIN 54-0720603 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,136 participants and $40,895,364 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Virginia United Methodist Homes, Inc. Dba Pinnacle Living
EIN
54-0720603
Plan number
001
Plan type
2
Location
Glen Allen, VA
Latest filing year
2023
Participants
1,136
End-of-year plan assets
$40,895,364

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,136H, C20241008152544NAL0008520051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,895,364
Total liabilities (EOY)
$0
Net assets (EOY)
$40,895,364
Net assets (BOY)
$37,401,014

Income & contributions

Employer contributions
$1,226,240
Participant contributions
$1,828,857
Total contributions
$3,505,425
Total income / additions
$9,135,944

Expenses & distributions

Benefits paid
$5,501,020
Administrative expenses
$106,794
Total expenses
$5,641,594
Net increase / (decrease)
$3,494,350

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$106,794$02023

Related Form 5500 pages