American Legion Retirement Plan For Employees Of The National Headquarters & Subordinate Groups Thereof — Form 5500 plan (American Legion National Headquarters)
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 Legion Retirement Plan For Employees Of The National Headquarters & Subordinate Groups Thereof is a benefit plan reported by American Legion National Headquarters under EIN 35-0144250 and plan number 001. The latest loaded filing year is 2023. The filing reports 618 participants and $59,984,165 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Legion National Headquarters
- EIN
- 35-0144250
- Plan number
- 001
- Plan type
- 3
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 618
- End-of-year plan assets
- $59,984,165
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 618 | H, C | 20240731162030NAL0034531296001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,984,165
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,984,165
- Net assets (BOY)
- $58,129,268
Income & contributions
- Employer contributions
- $426,056
- Total contributions
- $426,056
- Total income / additions
- $7,370,598
Expenses & distributions
- Benefits paid
- $4,887,768
- Administrative expenses
- $627,933
- Total expenses
- $5,515,701
- Net increase / (decrease)
- $1,854,897
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Merchants Corporation | NONE | $111,101 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank Retirement Service | NONE | $51,951 | $0 | 2023 |