Retirement Plan For National Office And Field Staff Employees Of The March Of Dimes Foundation — Form 5500 plan (March Of Dimes 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 National Office And Field Staff Employees Of The March Of Dimes Foundation is a benefit plan reported by March Of Dimes Inc. under EIN 13-1846366 and plan number 001. The latest loaded filing year is 2023. The filing reports 876 participants and $94,928,847 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- March Of Dimes Inc.
- EIN
- 13-1846366
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 876
- End-of-year plan assets
- $94,928,847
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 876 | H, C | 20241010181608NAL0036674016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,928,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,928,847
- Net assets (BOY)
- $88,587,703
Income & contributions
- Employer contributions
- $3,469,231
- Total contributions
- $3,469,231
- Total income / additions
- $17,640,690
Expenses & distributions
- Benefits paid
- $11,057,199
- Administrative expenses
- $242,347
- Total expenses
- $11,299,546
- Net increase / (decrease)
- $6,341,144
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments LLC | NONE | $212,724 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $29,594 | not reported in the loaded dataset | 2023 |
| Grant Thornton Llp | NONE | $0 | not reported in the loaded dataset | 2023 |