Chinese American Service League Retirement Plan — Form 5500 plan (Chinese American Service League, Inc.)

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, Chinese American Service League Retirement Plan is a benefit plan reported by Chinese American Service League, Inc. under EIN 36-2984043 and plan number 001. The latest loaded filing year is 2023. The filing reports 800 participants and $5,862,912 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chinese American Service League, Inc.
EIN
36-2984043
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
800
End-of-year plan assets
$5,862,912

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023800H, C20250207100647NAL0006407843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,862,912
Net assets (EOY)
$5,862,912
Net assets (BOY)
$5,113,531

Income & contributions

Employer contributions
$302,928
Participant contributions
$240,334
Total contributions
$543,262
Total income / additions
$1,583,044

Expenses & distributions

Benefits paid
$817,581
Administrative expenses
$16,082
Total expenses
$833,663
Net increase / (decrease)
$749,381

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoRECORDKEEPER$5,579$5,1902023
Alliant Ins Services Incnot reported in the loaded dataset$10,728not reported in the loaded dataset2023

Related Form 5500 pages