2023 Form 5500 filing — The Barack Obama Foundation 403(B) 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 20241001175002NAL0012342336001) for The Barack Obama Foundation 403(B) Plan, reported by The Barack Obama Foundation under EIN 46-4950751 and plan number 001. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001175002NAL0012342336001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Barack Obama Foundation
- EIN
- 46-4950751
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,523,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,523,129
- Employer contributions
- $1,321,538
- Participant contributions
- $2,326,203
- Total income / additions
- $6,504,917
- Benefits paid
- $602,342
- Administrative expenses
- $78,754
- Total expenses
- $681,096
- Net increase / (decrease)
- $5,823,821
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wintrust Investments LLC | INVESTMENT ADVISOR | $41,733 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $37,021 | $0 |