Plan5500

American Lung Association 401(K) Plan — 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 401(K) Plan is a benefit plan reported by American Lung Association under EIN 13-1632524 and plan number 004. The latest loaded filing year is 2023. The filing reports 591 participants and $42,708,578 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$42.7MPlan net assets, end of year$42,708,578
Participants591Covered participants reported
Assets / participant$72.3KComputed: assets ÷ participants$72,265 (computed)
Provider compensation$43K1 Schedule C provider row(s)$42,972
Plan sponsor
American Lung Association
EIN
13-1632524
Plan number
004
Plan type
2
Location
Chicago, IL
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    591 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$42,708,578
Total liabilities (EOY)
$0
Net assets (EOY)
$42,708,578
Net assets (BOY)
$32,414,102

Income & contributions

Employer contributions
$3,117,183
Participant contributions
$3,494,283
Total contributions
$7,078,501
Total income / additions
$12,525,797

Expenses & distributions

Benefits paid
$2,185,607
Administrative expenses
$45,714
Total expenses
$2,231,321
Net increase / (decrease)
$10,294,476
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 47%Participant 53%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$43K
    RECORDKEEPER · Direct $43K · Indirect $0

Related Form 5500 pages