Tarc 403b Retirement Plan — Form 5500 plan (Terrebonne Arc)

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, Tarc 403b Retirement Plan is a benefit plan reported by Terrebonne Arc under EIN 72-0551658 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $3,555,148 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Terrebonne Arc
EIN
72-0551658
Plan number
001
Plan type
2
Location
Houma, LA
Latest filing year
2023
Participants
190
End-of-year plan assets
$3,555,148

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20241001095610NAL0003886099001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,555,148
Total liabilities (EOY)
$0
Net assets (EOY)
$3,555,148
Net assets (BOY)
$3,547,808

Income & contributions

Employer contributions
$93,357
Participant contributions
$199,900
Total contributions
$293,257
Total income / additions
$748,725

Expenses & distributions

Benefits paid
$708,956
Administrative expenses
$31,892
Total expenses
$741,385
Net increase / (decrease)
$7,340

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuityRECORD KEEPER$21,939$02023
Newedge AdvisorsSERVICE PROVIDER$0$12,9092023
Bourgeois Bennett, LLCAUDITOR$9,953not reported in the loaded dataset2023

Related Form 5500 pages