2023 Form 5500 filing — Ansi Plan For Employees' Retirement Pensions
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 20250923062849NAL0007664243001) for Ansi Plan For Employees' Retirement Pensions, reported by American National Standards Institute, Inc. under EIN 13-1635253 and plan number 001. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250923062849NAL0007664243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American National Standards Institute, Inc.
- EIN
- 13-1635253
- Plan number
- 001
- Location
- New York, NY
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,589,920
- Total liabilities (EOY)
- $27,451
- Net assets (EOY)
- $50,562,469
- Employer contributions
- $3,600,000
- Total income / additions
- $8,027,235
- Benefits paid
- $1,005,377
- Administrative expenses
- $73,169
- Total expenses
- $1,078,546
- Net increase / (decrease)
- $6,948,689
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning | NONE | $40,000 | not reported in the loaded dataset |
| Wilmington Fiduciary Trust Svc, Co. | NONE | $33,169 | not reported in the loaded dataset |