2023 Form 5500 filing — Campaign For Tobacco-Free Kids 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 20240917122504NAL0001746643001) for Campaign For Tobacco-Free Kids 403(B) Plan, reported by Campaign For Tobacco-Free Kids under EIN 52-1969967 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917122504NAL0001746643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Campaign For Tobacco-Free Kids
- EIN
- 52-1969967
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,446,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,446,363
- Employer contributions
- $1,641,214
- Participant contributions
- $1,323,152
- Total income / additions
- $8,063,789
- Benefits paid
- $3,576,870
- Administrative expenses
- $84,082
- Total expenses
- $3,660,952
- Net increase / (decrease)
- $4,402,837
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $46,465 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,551 | $0 |
| Aprio Llp | OTHER | $5,400 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $666 | not reported in the loaded dataset |