Plan5500

Morselife Tax Deferred Annuity Plan — Form 5500 plan (Morselife 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, Morselife Tax Deferred Annuity Plan is a benefit plan reported by Morselife Inc. under EIN 59-2120896 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,722 participants and $23,245,462 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Morselife Inc.
EIN
59-2120896
Plan number
001
Plan type
2
Location
West Palm Beach, FL
Latest filing year
2023
Participants
1,722
End-of-year plan assets
$23,245,462

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,722H, C20241008131611NAL0028694064001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,245,462
Total liabilities (EOY)
$0
Net assets (EOY)
$23,245,462
Net assets (BOY)
$20,739,198

Income & contributions

Employer contributions
$275
Participant contributions
$2,657,200
Total contributions
$2,971,868
Total income / additions
$6,305,712

Expenses & distributions

Benefits paid
$3,648,584
Administrative expenses
$148,358
Total expenses
$3,799,448
Net increase / (decrease)
$2,506,264

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$125,723$02023
J.P. Morgan Securities LLCINVESTMENT ADVISORY$51,332$302023

Related Form 5500 pages