2023 Form 5500 filing — Smart Plan For Employees Of The Chamber Of Commerce Of The United States Of America
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 20241010090300NAL0020722961001) for Smart Plan For Employees Of The Chamber Of Commerce Of The United States Of America, reported by Chamber Of Commerce Of The United States Of America under EIN 53-0045720 and plan number 002. It reports 1,144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010090300NAL0020722961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chamber Of Commerce Of The United States Of America
- EIN
- 53-0045720
- Plan number
- 002
- Location
- Washington, DC
- Participants
- 1,144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $193,200,601
- Total liabilities (EOY)
- $19,143
- Net assets (EOY)
- $193,181,458
- Employer contributions
- $6,920,061
- Participant contributions
- $6,825,414
- Total income / additions
- $48,306,809
- Benefits paid
- $15,247,174
- Administrative expenses
- $131,493
- Total expenses
- $15,410,104
- Net increase / (decrease)
- $32,896,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$85,700 | not reported in the loaded dataset |