2023 Form 5500 filing — Childfund International, Usa 403(B) Tax Deferred 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 20241014144642NAL0054022802001) for Childfund International, Usa 403(B) Tax Deferred Annuity Plan, reported by Childfund International, Usa under EIN 54-0536100 and plan number 002. It reports 295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$32MReported net assets$31,954,980
Participants295
Provider compensation$212.4K3 Schedule C row(s)$212,409
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014144642NAL0054022802001
- Plan sponsor
- Childfund International, Usa
- EIN
- 54-0536100
- Plan number
- 002
- Location
- Richmond, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$32M total assets
Net assets$32MLiabilities$0
Full reported line items
- Total assets (EOY)
- $31,954,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,954,980
- Employer contributions
- $1,252,382
- Participant contributions
- $1,254,417
- Total income / additions
- $8,079,356
- Benefits paid
- $3,540,935
- Administrative expenses
- $154,584
- Total expenses
- $3,702,280
- Net increase / (decrease)
- $4,377,076
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $154,584 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY | $0 | $29,325 |
| Roland Criss Fiduciary Services | CONSULTANT | $0 | $28,500 |