Retirement Income Plan For Salaried Employees Of The Polish National Alliance Of The U.S. Of N.A. — Form 5500 plan (Polish National Alliance Of The)
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 Income Plan For Salaried Employees Of The Polish National Alliance Of The U.S. Of N.A. is a benefit plan reported by Polish National Alliance Of The under EIN 36-1635410 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $10,150,441 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Polish National Alliance Of The
- EIN
- 36-1635410
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $10,150,441
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20241015131806NAL0014703155013 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,150,441
- Net assets (EOY)
- $10,150,441
- Net assets (BOY)
- $12,605,258
Income & contributions
- Employer contributions
- $50,000
- Total contributions
- $50,000
- Total income / additions
- $443,712
Expenses & distributions
- Benefits paid
- $2,747,462
- Administrative expenses
- $151,067
- Total expenses
- $2,898,529
- Net increase / (decrease)
- -$2,454,817
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman Inc | NONE | $60,968 | not reported in the loaded dataset | 2023 |
| Michael Best & Friedrich Llp | NONE | $60,762 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research Advis | NONE | $18,651 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $10,685 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Polish National Alliance Of The
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Milliman Inc — Schedule C compensation
- Michael Best & Friedrich Llp — Schedule C compensation
- Cambridge Investment Research Advis — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation