American Lung Association Retirement Plan D — Form 5500 plan (American Lung Association)
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, American Lung Association Retirement Plan D is a benefit plan reported by American Lung Association under EIN 13-1632524 and plan number 001. The latest loaded filing year is 2023. The filing reports 325 participants and $32,384,762 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Lung Association
- EIN
- 13-1632524
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 325
- End-of-year plan assets
- $32,384,762
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 325 | H, C | 20250408141631NAL0020363649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,384,762
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,384,762
- Net assets (BOY)
- $31,603,280
Income & contributions
- Employer contributions
- $1,040,750
- Total contributions
- $1,040,750
- Total income / additions
- $3,396,579
Expenses & distributions
- Benefits paid
- $2,186,776
- Administrative expenses
- $428,321
- Total expenses
- $2,615,097
- Net increase / (decrease)
- $781,482
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Buck Global LLC | NONE | $116,092 | not reported in the loaded dataset | 2023 |
| Slc Management | NONE | $35,397 | not reported in the loaded dataset | 2023 |
| First State Trust | NONE | $17,284 | not reported in the loaded dataset | 2023 |
| Fiducient | NONE | $16,447 | not reported in the loaded dataset | 2023 |