Plan5500

Smart Plan For Employees Of The Chamber Of Commerce Of The United States Of America — Form 5500 plan (Chamber Of Commerce Of The United States Of America)

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, Smart Plan For Employees Of The Chamber Of Commerce Of The United States Of America is a benefit plan reported by Chamber Of Commerce Of The United States Of America under EIN 53-0045720 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,144 participants and $193,200,601 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chamber Of Commerce Of The United States Of America
EIN
53-0045720
Plan number
002
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
1,144
End-of-year plan assets
$193,200,601

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,144H, C20241010090300NAL0020722961001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$193,200,601
Total liabilities (EOY)
$19,143
Net assets (EOY)
$193,181,458
Net assets (BOY)
$160,284,753

Income & contributions

Employer contributions
$6,920,061
Participant contributions
$6,825,414
Total contributions
$15,844,206
Total income / additions
$48,306,809

Expenses & distributions

Benefits paid
$15,247,174
Administrative expenses
$131,493
Total expenses
$15,410,104
Net increase / (decrease)
$32,896,705

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchINVESTMENT ADVISOR$0not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$85,700not reported in the loaded dataset2023

Related Form 5500 pages