The American Legion National Headquarters Employees' Retirement Plan — 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, The American Legion National Headquarters Employees' Retirement Plan is a benefit plan reported by American Legion National Headquarters under EIN 35-0144250 and plan number 003. The latest loaded filing year is 2023. The filing reports 303 participants and $6,615,618 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
- 003
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 303
- End-of-year plan assets
- $6,615,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 303 | H, C | 20240731161224NAL0014537011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,615,618
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,615,618
- Net assets (BOY)
- $5,156,057
Income & contributions
- Employer contributions
- $1,202,735
- Total contributions
- $1,202,735
- Total income / additions
- $1,794,946
Expenses & distributions
- Benefits paid
- $116,260
- Administrative expenses
- $219,125
- Total expenses
- $335,385
- Net increase / (decrease)
- $1,459,561
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fifth Third Bank Retirement Service | NONE | $9,681 | $0 | 2023 |
| First Merchants Corporation | NONE | $9,644 | not reported in the loaded dataset | 2023 |