2023 Form 5500 filing — American College Of Rheumatology Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240626080734NAL0009179729001) for American College Of Rheumatology Retirement Plan, reported by American College Of Rheumatology under EIN 58-1627547 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240626080734NAL0009179729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American College Of Rheumatology
- EIN
- 58-1627547
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,754,940
- Net assets (EOY)
- $18,754,940
- Employer contributions
- $1,108,683
- Participant contributions
- $907,620
- Total income / additions
- $5,588,949
- Benefits paid
- $1,618,299
- Administrative expenses
- $64,839
- Total expenses
- $1,683,138
- Net increase / (decrease)
- $3,905,811
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | not reported in the loaded dataset | $33,921 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | not reported in the loaded dataset | $26,444 | not reported in the loaded dataset |
| Pension Financial Services | not reported in the loaded dataset | $0 | $10,000 |