2023 Form 5500 filing — American Lung Association Retirement Plan D
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 20250408141631NAL0020363649001) for American Lung Association Retirement Plan D, reported by American Lung Association under EIN 13-1632524 and plan number 001. It reports 325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408141631NAL0020363649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Lung Association
- EIN
- 13-1632524
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,384,762
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,384,762
- Employer contributions
- $1,040,750
- Total income / additions
- $3,396,579
- Benefits paid
- $2,186,776
- Administrative expenses
- $428,321
- Total expenses
- $2,615,097
- Net increase / (decrease)
- $781,482
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Buck Global LLC | NONE | $116,092 | not reported in the loaded dataset |
| Slc Management | NONE | $35,397 | not reported in the loaded dataset |
| First State Trust | NONE | $17,284 | not reported in the loaded dataset |
| Fiducient | NONE | $16,447 | not reported in the loaded dataset |