2023 Form 5500 filing — American Red Cross 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 20240916165803NAL0004092898001) for American Red Cross Savings Plan, reported by American National Red Cross under EIN 53-0196605 and plan number 008. It reports 24,163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240916165803NAL0004092898001
Filing year
2023
Form type
2
Plan sponsor
American National Red Cross
EIN
53-0196605
Plan number
008
Location
Washington, DC
Participants
24,163
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,534,342,529
Total liabilities (EOY)
$4,741,401
Net assets (EOY)
$1,529,601,128
Employer contributions
$40,416,010
Participant contributions
$82,897,246
Total income / additions
$352,275,703
Benefits paid
$125,256,366
Administrative expenses
$2,499,614
Total expenses
$128,436,286
Net increase / (decrease)
$223,839,417
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Edelman Financial Engines LLCNONE$1,056,193not reported in the loaded dataset
Alight Solutions LLCNONE$1,000,916$25,000
Northern Trust Inc.TRUSTEE$188,769$0
Kpmg LlpNONE$106,300not reported in the loaded dataset
Ballard Spahr LlpNONE$50,820not reported in the loaded dataset
American Red CrossEMPLOYEESOF PLAN SPONSOR$48,785not reported in the loaded dataset
Groom Law GroupNONE$18,345not reported in the loaded dataset
Adsuar Muniz Goyco & Besoa PscNONE$11,504not reported in the loaded dataset
Willis Tower WatsonNONE$10,038not reported in the loaded dataset
Pershing LLCNONE$0$7,964
Robert HalfNONE$7,930not reported in the loaded dataset
Alight Financial Solutions, LLCNONE$0$2,808

Related Form 5500 pages