2023 Form 5500 filing — Retirement Income Plan For Salaried Employees Of The Polish National Alliance Of The U.S. Of N.A.
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 20241015131806NAL0014703155013) for Retirement Income Plan For Salaried Employees Of The Polish National Alliance Of The U.S. Of N.A., reported by Polish National Alliance Of The under EIN 36-1635410 and plan number 001. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131806NAL0014703155013
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Polish National Alliance Of The
- EIN
- 36-1635410
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,150,441
- Net assets (EOY)
- $10,150,441
- Employer contributions
- $50,000
- Total income / additions
- $443,712
- Benefits paid
- $2,747,462
- Administrative expenses
- $151,067
- Total expenses
- $2,898,529
- Net increase / (decrease)
- -$2,454,817
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman Inc | NONE | $60,968 | not reported in the loaded dataset |
| Michael Best & Friedrich Llp | NONE | $60,762 | not reported in the loaded dataset |
| Cambridge Investment Research Advis | NONE | $18,651 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $10,685 | not reported in the loaded dataset |