Club Retirement Plan — Form 5500 plan (The Club Management Association 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, Club Retirement Plan is a benefit plan reported by The Club Management Association Of America under EIN 53-0235732 and plan number 003. The latest loaded filing year is 2023. The filing reports 6,975 participants and $220,715,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Club Management Association Of America
- EIN
- 53-0235732
- Plan number
- 003
- Plan type
- 3
- Location
- Alexandria, VA
- Latest filing year
- 2023
- Participants
- 6,975
- End-of-year plan assets
- $220,715,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,975 | H, C | 20241028093836NAL0001994115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $220,715,727
- Total liabilities (EOY)
- $269,712
- Net assets (EOY)
- $220,446,015
- Net assets (BOY)
- $169,215,420
Income & contributions
- Employer contributions
- $6,154,013
- Participant contributions
- $13,480,610
- Total contributions
- $20,256,652
- Total income / additions
- $47,548,809
Expenses & distributions
- Benefits paid
- $18,994,713
- Administrative expenses
- $1,322,964
- Total expenses
- $20,404,115
- Net increase / (decrease)
- $27,144,694
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $421,548 | $0 | 2023 |
| Everhart Financial Group Inc. | INVESTMENT ADVISORS | $362,093 | not reported in the loaded dataset | 2023 |
| Empower Retirement Advisory Service | INVESTMENT MANAGMENT | $317,240 | not reported in the loaded dataset | 2023 |
| Dcs Retirement Group | TPA ADMIN | $150,584 | $0 | 2023 |
| Hancock Askew & Co. Llp | AUDITOR | $22,500 | not reported in the loaded dataset | 2023 |
| Hobart Private Capital LLC | INVESTMENT ADVISOR | $13,969 | not reported in the loaded dataset | 2023 |
| Lpl Financial, LLC | FINANCIAL ADVISOR | $12,941 | not reported in the loaded dataset | 2023 |
| Cap Financial Partners LLC | INVESTMENT ADVISOR | $9,664 | not reported in the loaded dataset | 2023 |
| Case Pearlman Retirement Plan Advis | INVESTMENT ADVISOR | $2,429 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Club Management Association Of America
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Alexandria, VA
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Everhart Financial Group Inc. — Schedule C compensation
- Empower Retirement Advisory Service — Schedule C compensation
- Dcs Retirement Group — Schedule C compensation
- Hancock Askew & Co. Llp — Schedule C compensation
- Hobart Private Capital LLC — Schedule C compensation
- Lpl Financial, LLC — Schedule C compensation
- Cap Financial Partners LLC — Schedule C compensation
- Case Pearlman Retirement Plan Advis — Schedule C compensation