2023 Form 5500 filing — American Cancer Society 403(B) 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 20240725132743NAL0031385506001) for American Cancer Society 403(B) Plan, reported by American Cancer Society, Inc. under EIN 13-1788491 and plan number 002. It reports 6,519 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$378.9MReported net assets$378,939,997
Participants6.5K6,519
Provider compensation$382.7K4 Schedule C row(s)$382,709
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240725132743NAL0031385506001
- Plan sponsor
- American Cancer Society, Inc.
- EIN
- 13-1788491
- Plan number
- 002
- Location
- Atlanta, GA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$378.9M total assets
Net assets$378.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $378,939,997
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $378,939,997
- Employer contributions
- $11,167,704
- Participant contributions
- $19,227,439
- Total income / additions
- $91,931,687
- Benefits paid
- $23,670,257
- Administrative expenses
- $393,076
- Total expenses
- $24,063,333
- Net increase / (decrease)
- $67,868,354
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $291,139 | $0 |
| Aon Hewit Investment Consulting, In | INVESTMENT ADVISOR | $76,070 | not reported in the loaded dataset |
| Warren Averett Cpas And Advisors | AUDITOR | $15,500 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |