2023 Form 5500 filing — American Speech-Language-Hearing Association Retirement Income 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 20241014111701NAL0053272770001) for American Speech-Language-Hearing Association Retirement Income Plan, reported by American Speech-Language-Hearing Association under EIN 53-0240474 and plan number 001. It reports 542 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014111701NAL0053272770001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Speech-Language-Hearing Association
- EIN
- 53-0240474
- Plan number
- 001
- Location
- Rockville, MD
- Participants
- 542
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,072,681
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,072,681
- Employer contributions
- $3,863,937
- Total income / additions
- $12,815,432
- Benefits paid
- $6,029,745
- Administrative expenses
- $662,402
- Total expenses
- $6,692,147
- Net increase / (decrease)
- $6,123,285
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $100,378 | $0 |
| Prudential Retirement Insurance And | CONTRACT ADMINISTRATOR | $68,052 | not reported in the loaded dataset |
| Mercer Investments LLC | INVESTMENT ADVISORY | $58,815 | not reported in the loaded dataset |
| Jpmorgan Chase Bank Nati | INVESTMENT ADVISORY | $22,222 | not reported in the loaded dataset |