2023 Form 5500 filing — Retirement Income Plan For Employees Of International Association Of Lions Clubs
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 20241003154036NAL0004990515001) for Retirement Income Plan For Employees Of International Association Of Lions Clubs, reported by The International Association Of Lions Clubs under EIN 36-1263962 and plan number 001. It reports 396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003154036NAL0004990515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The International Association Of Lions Clubs
- EIN
- 36-1263962
- Plan number
- 001
- Location
- Oak Brook, IL
- Participants
- 396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,656,655
- Net assets (EOY)
- $56,656,655
- Employer contributions
- $500,000
- Total income / additions
- $6,643,957
- Benefits paid
- $4,853,445
- Administrative expenses
- $286,632
- Total expenses
- $5,140,077
- Net increase / (decrease)
- $1,503,880
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America | TRUSTEE | $185,943 | $0 |
| Transamerica Retirement Solutions | ACTUARIAL SERVICES | $65,000 | $0 |
| Willis Towers Watson | ACTUARY | $18,000 | not reported in the loaded dataset |
| Crowe Llp | AUDITOR | $17,640 | not reported in the loaded dataset |