Spokane United Methodist Homes, Inc Defined Benefit Pension Plan — Form 5500 plan (Spokane United Methodist Homes, 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, Spokane United Methodist Homes, Inc Defined Benefit Pension Plan is a benefit plan reported by Spokane United Methodist Homes, Inc under EIN 91-0715658 and plan number 001. The latest loaded filing year is 2023. The filing reports 392 participants and $15,106,187 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.1MPlan net assets, end of year$15,106,187
Participants392Covered participants reported
Assets / participant$38.5KComputed: assets ÷ participants$38,536 (computed)
Provider compensation$49K1 Schedule C provider row(s)$48,972
- Plan sponsor
- Spokane United Methodist Homes, Inc
- EIN
- 91-0715658
- Plan number
- 001
- Plan type
- 2
- Location
- Spokane, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 392 | H, C | 20250314152820NAL0044865074001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$15.1M total assets
Net assets$15.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,106,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,106,187
- Net assets (BOY)
- $12,889,072
Income & contributions
- Employer contributions
- $702,000
- Total contributions
- $702,000
- Total income / additions
- $2,845,430
Expenses & distributions
- Benefits paid
- $579,210
- Administrative expenses
- $49,105
- Total expenses
- $628,315
- Net increase / (decrease)
- $2,217,115
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc. | NONE | $48,972 | not reported in the loaded dataset | 2023 |