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 Annie E. Casey Foundation Retirement Plan is a benefit plan reported by The Annie E. Casey Foundation, Inc. under EIN 52-1951681 and plan number 005. The latest loaded filing year is 2023. The filing reports 441 participants and $72,610,652 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,610,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,610,652
- Net assets (BOY)
- $62,895,694
Income & contributions
- Employer contributions
- $3,233,470
- Total contributions
- $3,233,470
- Total income / additions
- $14,821,079
Expenses & distributions
- Benefits paid
- $4,995,843
- Administrative expenses
- $102,287
- Total expenses
- $5,106,121
- Net increase / (decrease)
- $9,714,958