2023 Form 5500 filing — The American Osteopathic Association Employees' Retirement And Savings 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 20241014143425NAL0015113667001) for The American Osteopathic Association Employees' Retirement And Savings Plan, reported by American Osteopathic Association under EIN 36-2170786 and plan number 002. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143425NAL0015113667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Osteopathic Association
- EIN
- 36-2170786
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,499,976
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,499,976
- Employer contributions
- $783,545
- Participant contributions
- $1,149,160
- Total income / additions
- $6,897,664
- Benefits paid
- $4,792,682
- Administrative expenses
- $83,253
- Total expenses
- $4,875,935
- Net increase / (decrease)
- $2,021,729
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mesirow Financial Investment Manage | INVESTMENT ADVISORY | $48,000 | $5 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,253 | $0 |