Freedom House 403b Retirement Plan — Form 5500 plan (Freedom House 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, Freedom House 403b Retirement Plan is a benefit plan reported by Freedom House Inc. under EIN 13-1656647 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $20,373,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Freedom House Inc.
- EIN
- 13-1656647
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $20,373,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20240924131842NAL0004715235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,373,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,373,508
- Net assets (BOY)
- $15,394,649
Income & contributions
- Employer contributions
- $1,331,024
- Participant contributions
- $1,532,983
- Total contributions
- $3,035,293
- Total income / additions
- $6,050,511
Expenses & distributions
- Benefits paid
- $1,070,231
- Administrative expenses
- $1,421
- Total expenses
- $1,071,652
- Net increase / (decrease)
- $4,978,859
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,721 | $47,465 | 2023 |
| Mml Investors Services LLC | NONE | $0 | $35,111 | 2023 |