2023 Form 5500 filing — The American Legion National Headquarters Employees' Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731161224NAL0014537011001) for The American Legion National Headquarters Employees' Retirement Plan, reported by American Legion National Headquarters under EIN 35-0144250 and plan number 003. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731161224NAL0014537011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Legion National Headquarters
- EIN
- 35-0144250
- Plan number
- 003
- Location
- Indianapolis, IN
- Participants
- 303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,615,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,615,618
- Employer contributions
- $1,202,735
- Total income / additions
- $1,794,946
- Benefits paid
- $116,260
- Administrative expenses
- $219,125
- Total expenses
- $335,385
- Net increase / (decrease)
- $1,459,561
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fifth Third Bank Retirement Service | NONE | $9,681 | $0 |
| First Merchants Corporation | NONE | $9,644 | not reported in the loaded dataset |