Save The Children Federation, Inc. Retirement Savings Plan — Form 5500 plan (Save The Children Federation, Inc.)
Plain-English plan 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, Save The Children Federation, Inc. Retirement Savings Plan is a benefit plan reported by Save The Children Federation, Inc. under EIN 06-0726487 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,297 participants and $198,311,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Save The Children Federation, Inc.
- EIN
- 06-0726487
- Plan number
- 002
- Plan type
- 2
- Location
- Fairfield, CT
- Latest filing year
- 2023
- Participants
- 2,297
- End-of-year plan assets
- $198,311,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,297 | H, C | 20241008142719NAL0008460275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $198,311,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $198,311,686
- Net assets (BOY)
- $161,337,051
Income & contributions
- Employer contributions
- $8,443,923
- Participant contributions
- $10,558,159
- Total contributions
- $21,609,841
- Total income / additions
- $52,122,129
Expenses & distributions
- Benefits paid
- $14,943,722
- Administrative expenses
- $177,603
- Total expenses
- $15,147,494
- Net increase / (decrease)
- $36,974,635
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $125,747 | $0 | 2023 |
| Fiduciary Investment Advisors | INVESTMENT ADVISOR | $36,090 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $15,741 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Save The Children Federation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Fairfield, CT
- Fidelity Investments Institutional — Schedule C compensation
- Fiduciary Investment Advisors — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation