2023 Form 5500 filing — American Legion Retirement Plan For Employees Of The National Headquarters & Subordinate Groups Thereof
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 20240731162030NAL0034531296001) for American Legion Retirement Plan For Employees Of The National Headquarters & Subordinate Groups Thereof, reported by American Legion National Headquarters under EIN 35-0144250 and plan number 001. It reports 618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$60MReported net assets$59,984,165
Participants618
Provider compensation$163.1K2 Schedule C row(s)$163,052
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240731162030NAL0034531296001
- Plan sponsor
- American Legion National Headquarters
- EIN
- 35-0144250
- Plan number
- 001
- Location
- Indianapolis, IN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$60M total assets
Net assets$60MLiabilities$0
Full reported line items
- Total assets (EOY)
- $59,984,165
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,984,165
- Employer contributions
- $426,056
- Total income / additions
- $7,370,598
- Benefits paid
- $4,887,768
- Administrative expenses
- $627,933
- Total expenses
- $5,515,701
- Net increase / (decrease)
- $1,854,897
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Merchants Corporation | NONE | $111,101 | not reported in the loaded dataset |
| Fifth Third Bank Retirement Service | NONE | $51,951 | $0 |