American Cancer Society, Inc. Retirement Annuity Plan — Form 5500 plan (American Cancer Society, 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, American Cancer Society, Inc. Retirement Annuity Plan is a benefit plan reported by American Cancer Society, Inc. under EIN 13-1788491 and plan number 012. The latest loaded filing year is 2023. The filing reports 5,525 participants and $475,060,195 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Cancer Society, Inc.
- EIN
- 13-1788491
- Plan number
- 012
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 5,525
- End-of-year plan assets
- $475,060,195
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,525 | H, C | 20241014141553NAL0026384113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $475,060,195
- Total liabilities (EOY)
- $84,718
- Net assets (EOY)
- $474,975,477
- Net assets (BOY)
- $377,349,559
Income & contributions
- Employer contributions
- $90,000,000
- Total contributions
- $90,000,000
- Total income / additions
- $129,121,482
Expenses & distributions
- Benefits paid
- $26,233,737
- Administrative expenses
- $5,261,827
- Total expenses
- $31,495,564
- Net increase / (decrease)
- $97,625,918
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Services Corporation | NONE | $415,176 | not reported in the loaded dataset | 2023 |
| Milliman Usa | NONE | $282,853 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $174,249 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors, LLC | NONE | $164,950 | not reported in the loaded dataset | 2023 |
| Sands Capital Management, LLC | NONE | $104,441 | not reported in the loaded dataset | 2023 |
| First Pacific Advisors, LLC | NONE | $47,945 | not reported in the loaded dataset | 2023 |
| State Street Research & Management | NONE | $14,692 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Cancer Society, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Aon Services Corporation — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Nisa Investment Advisors, LLC — Schedule C compensation
- Sands Capital Management, LLC — Schedule C compensation
- First Pacific Advisors, LLC — Schedule C compensation
- State Street Research & Management — Schedule C compensation