Retirement Plan For Employees Of Muscular Dystrophy Association, Inc. — Form 5500 plan (Muscular Dystrophy Association, 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, Retirement Plan For Employees Of Muscular Dystrophy Association, Inc. is a benefit plan reported by Muscular Dystrophy Association, Inc. under EIN 13-1665552 and plan number 001. The latest loaded filing year is 2023. The filing reports 891 participants and $80,871,518 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Muscular Dystrophy Association, Inc.
- EIN
- 13-1665552
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 891
- End-of-year plan assets
- $80,871,518
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 891 | H, C | 20241008141059NAL0008441075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,871,518
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,871,518
- Net assets (BOY)
- $79,608,921
Income & contributions
- Employer contributions
- $1,180,788
- Total contributions
- $1,180,788
- Total income / additions
- $10,581,244
Expenses & distributions
- Benefits paid
- $8,162,951
- Administrative expenses
- $1,155,696
- Total expenses
- $9,318,647
- Net increase / (decrease)
- $1,262,597
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Goldman Sachs Asset Mgmt Lp | NONE | $242,932 | not reported in the loaded dataset | 2023 |
| Segal | NONE | $205,400 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $22,477 | not reported in the loaded dataset | 2023 |
| Cohnreznick Llp | NONE | $17,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Muscular Dystrophy Association, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Goldman Sachs Asset Mgmt Lp — Schedule C compensation
- Segal — Schedule C compensation
- Us Bank — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation