2023 Form 5500 filing — American Lung Association 401(K) 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 20250408150402NAL0020444945001) for American Lung Association 401(K) Plan, reported by American Lung Association under EIN 13-1632524 and plan number 004. It reports 591 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)$42.7MReported net assets$42,708,578
Participants591
Provider compensation$43K1 Schedule C row(s)$42,972
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250408150402NAL0020444945001
Plan sponsor
American Lung Association
EIN
13-1632524
Plan number
004
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$42.7M total assets
Net assets$42.7MLiabilities$0
Money in vs. money out
Total income / additions$12.5M
Total expenses$2.2M
Benefits paid / distributions$2.2M
Contributions
Employer$3.1M
Participant$3.5M
Full reported line items
Total assets (EOY)
$42,708,578
Total liabilities (EOY)
$0
Net assets (EOY)
$42,708,578
Employer contributions
$3,117,183
Participant contributions
$3,494,283
Total income / additions
$12,525,797
Benefits paid
$2,185,607
Administrative expenses
$45,714
Total expenses
$2,231,321
Net increase / (decrease)
$10,294,476
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $43K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250408150402NAL0020444945001 cover?
It is the 2023 Form 5500 filing for American Lung Association 401(K) Plan, reported by American Lung Association (EIN 13-1632524).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages