2023 Form 5500 filing — American Cancer Society, Inc. Retirement Annuity 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 20241014141553NAL0026384113001) for American Cancer Society, Inc. Retirement Annuity Plan, reported by American Cancer Society, Inc. under EIN 13-1788491 and plan number 012. It reports 5,525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141553NAL0026384113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Cancer Society, Inc.
- EIN
- 13-1788491
- Plan number
- 012
- Location
- Atlanta, GA
- Participants
- 5,525
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $475,060,195
- Total liabilities (EOY)
- $84,718
- Net assets (EOY)
- $474,975,477
- Employer contributions
- $90,000,000
- Total income / additions
- $129,121,482
- Benefits paid
- $26,233,737
- Administrative expenses
- $5,261,827
- Total expenses
- $31,495,564
- Net increase / (decrease)
- $97,625,918
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Services Corporation | NONE | $415,176 | not reported in the loaded dataset |
| Milliman Usa | NONE | $282,853 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $174,249 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | NONE | $164,950 | not reported in the loaded dataset |
| Sands Capital Management, LLC | NONE | $104,441 | not reported in the loaded dataset |
| First Pacific Advisors, LLC | NONE | $47,945 | not reported in the loaded dataset |
| State Street Research & Management | NONE | $14,692 | not reported in the loaded dataset |