Episcopal Children'S Services, Inc. Tax Deferred Annuity Savings Plan — Form 5500 plan (Episcopal Children'S Services, 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, Episcopal Children'S Services, Inc. Tax Deferred Annuity Savings Plan is a benefit plan reported by Episcopal Children'S Services, Inc. under EIN 59-1146765 and plan number 001. The latest loaded filing year is 2023. The filing reports 810 participants and $11,885,324 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Episcopal Children'S Services, Inc.
- EIN
- 59-1146765
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 810
- End-of-year plan assets
- $11,885,324
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 810 | H, C | 20241015100414NAL0056926178001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,885,324
- Total liabilities (EOY)
- $492,118
- Net assets (EOY)
- $11,393,206
- Net assets (BOY)
- $9,107,365
Income & contributions
- Employer contributions
- $713,548
- Participant contributions
- $1,102,762
- Total contributions
- $1,945,550
- Total income / additions
- $3,530,574
Expenses & distributions
- Benefits paid
- $1,141,426
- Administrative expenses
- $103,307
- Total expenses
- $1,244,733
- Net increase / (decrease)
- $2,285,841
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $14,705 | $60,564 | 2023 |
| Pensionmark Fin Group LLC | NONE | $0 | $61,280 | 2023 |
| Black Creek Ret Plans Inc | NONE | $11,742 | not reported in the loaded dataset | 2023 |
| Independent Fiduciary Consultant | NONE | $11,133 | not reported in the loaded dataset | 2023 |
| Axa Equitable Life Insurance Compan | RECORDKEEPER | $0 | $3,695 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Episcopal Children'S Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- American United Life Insurance Co — Schedule C compensation
- Pensionmark Fin Group LLC — Schedule C compensation
- Black Creek Ret Plans Inc — Schedule C compensation
- Independent Fiduciary Consultant — Schedule C compensation
- Axa Equitable Life Insurance Compan — Schedule C compensation