2023 Form 5500 filing — Environmental Defense Fund Retirement Savings 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 20240807132829NAL0003557329001) for Environmental Defense Fund Retirement Savings Plan, reported by Environmental Defense Fund, Inc. under EIN 11-6107128 and plan number 001. It reports 1,206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807132829NAL0003557329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Environmental Defense Fund, Inc.
- EIN
- 11-6107128
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $157,982,048
- Net assets (EOY)
- $157,982,048
- Employer contributions
- $5,349,193
- Participant contributions
- $8,909,634
- Total income / additions
- $38,205,334
- Benefits paid
- $12,682,871
- Administrative expenses
- $238,283
- Total expenses
- $12,923,118
- Net increase / (decrease)
- $25,282,216
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $138,328 | $0 |
| Hightower Advisors, LLC | CONSULTANT | $81,250 | not reported in the loaded dataset |
| Bdo | AUDITOR | $18,705 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |