American College Of Rheumatology Retirement Plan — Form 5500 plan (American College Of Rheumatology)

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, American College Of Rheumatology Retirement Plan is a benefit plan reported by American College Of Rheumatology under EIN 58-1627547 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $18,754,940 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American College Of Rheumatology
EIN
58-1627547
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
165
End-of-year plan assets
$18,754,940

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20240626080734NAL0009179729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,754,940
Net assets (EOY)
$18,754,940
Net assets (BOY)
$14,849,129

Income & contributions

Employer contributions
$1,108,683
Participant contributions
$907,620
Total contributions
$2,456,833
Total income / additions
$5,588,949

Expenses & distributions

Benefits paid
$1,618,299
Administrative expenses
$64,839
Total expenses
$1,683,138
Net increase / (decrease)
$3,905,811

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Wealth Mgmt Conot reported in the loaded dataset$33,921not reported in the loaded dataset2023
Empower Annuity Insurance Companynot reported in the loaded dataset$26,444not reported in the loaded dataset2023
Pension Financial Servicesnot reported in the loaded dataset$0$10,0002023

Related Form 5500 pages