American National Standards Institute 403(B) Plan — Form 5500 plan (American National Standards Institute)
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 National Standards Institute 403(B) Plan is a benefit plan reported by American National Standards Institute under EIN 13-1635253 and plan number 002. The latest loaded filing year is 2023. The filing reports 256 participants and $56,791,242 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American National Standards Institute
- EIN
- 13-1635253
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 256
- End-of-year plan assets
- $56,791,242
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 256 | H, C | 20241008141016NAL0017759329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,791,242
- Net assets (EOY)
- $56,791,242
- Net assets (BOY)
- $45,801,631
Income & contributions
- Employer contributions
- $1,537,086
- Participant contributions
- $2,712,045
- Total contributions
- $5,185,731
- Total income / additions
- $11,874,582
Expenses & distributions
- Benefits paid
- $789,046
- Administrative expenses
- $87,002
- Total expenses
- $884,971
- Net increase / (decrease)
- $10,989,611
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISOR | $81,913 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $3,330 | $0 | 2023 |
| Newport | RECORD KEEPER | $1,479 | $0 | 2023 |
| Ascendus | RECORD KEEPER | $280 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American National Standards Institute
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Global Retirement Partners — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Newport — Schedule C compensation
- Ascendus — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation