American College Of Surgeons Staff Members' Retirement Plan — Form 5500 plan (American College Of Surgeons)
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 College Of Surgeons Staff Members' Retirement Plan is a benefit plan reported by American College Of Surgeons under EIN 36-2192800 and plan number 001. The latest loaded filing year is 2023. The filing reports 510 participants and $80,409,451 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American College Of Surgeons
- EIN
- 36-2192800
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 510
- End-of-year plan assets
- $80,409,451
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 510 | H, C | 20240918162014NAL0010067506001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,409,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,409,451
- Net assets (BOY)
- $71,085,068
Income & contributions
- Employer contributions
- $5,108,000
- Total contributions
- $5,108,000
- Total income / additions
- $14,978,775
Expenses & distributions
- Benefits paid
- $4,981,926
- Administrative expenses
- $672,466
- Total expenses
- $5,654,392
- Net increase / (decrease)
- $9,324,383
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $110,550 | $0 | 2023 |
| Pnc Bank | INVESTMENT ADVISORY | $101,051 | not reported in the loaded dataset | 2023 |
| Marathon Asset Management | INVESTMENT ADVISORY | $83,654 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | ACCOUNTANT | $23,258 | not reported in the loaded dataset | 2023 |
| Wellington Management Co LLC | INVESTMENT ADVISORY | $9,982 | not reported in the loaded dataset | 2023 |
| Legal & General Inv Management | INVESTMENT ADVISORY | $6,490 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American College Of Surgeons
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Principal Life Insurance Company — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Marathon Asset Management — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Wellington Management Co LLC — Schedule C compensation
- Legal & General Inv Management — Schedule C compensation