Christopher House Tax Deferred Annuity Plan — Form 5500 plan (Christopher House)
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, Christopher House Tax Deferred Annuity Plan is a benefit plan reported by Christopher House under EIN 23-7316001 and plan number 002. The latest loaded filing year is 2023. The filing reports 446 participants and $6,029,450 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Christopher House
- EIN
- 23-7316001
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 446
- End-of-year plan assets
- $6,029,450
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 446 | H, C | 20250408080521NAL0033894178001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,029,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,029,450
- Net assets (BOY)
- $4,980,654
Income & contributions
- Employer contributions
- $149,758
- Participant contributions
- $360,334
- Total contributions
- $539,000
- Total income / additions
- $1,174,578
Expenses & distributions
- Benefits paid
- $114,503
- Administrative expenses
- $11,279
- Total expenses
- $125,782
- Net increase / (decrease)
- $1,048,796
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valic | NONE | $11,279 | $0 | 2023 |