National 4-H Council Employees Retirement Plan — Form 5500 plan (National 4-H Council)
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, National 4-H Council Employees Retirement Plan is a benefit plan reported by National 4-H Council under EIN 36-2862206 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $11,706,669 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National 4-H Council
- EIN
- 36-2862206
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $11,706,669
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20250416080817NAL0004855809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,706,669
- Total liabilities (EOY)
- $8,400
- Net assets (EOY)
- $11,698,269
- Net assets (BOY)
- $11,404,513
Income & contributions
- Employer contributions
- $180,012
- Total contributions
- $180,012
- Total income / additions
- $1,457,678
Expenses & distributions
- Benefits paid
- $1,075,656
- Administrative expenses
- $88,266
- Total expenses
- $1,163,922
- Net increase / (decrease)
- $293,756
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hub International Great Plains | ACTUARY | $41,950 | not reported in the loaded dataset | 2023 |
| Bank Of America | TRUSTEE, INVMT MGMT | $37,080 | not reported in the loaded dataset | 2023 |