2023 Form 5500 filing — American College Of Surgeons Staff Members' 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 20240918162014NAL0010067506001) for American College Of Surgeons Staff Members' Retirement Plan, reported by American College Of Surgeons under EIN 36-2192800 and plan number 001. It reports 510 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918162014NAL0010067506001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American College Of Surgeons
- EIN
- 36-2192800
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 510
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,409,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,409,451
- Employer contributions
- $5,108,000
- Total income / additions
- $14,978,775
- Benefits paid
- $4,981,926
- Administrative expenses
- $672,466
- Total expenses
- $5,654,392
- Net increase / (decrease)
- $9,324,383
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $110,550 | $0 |
| Pnc Bank | INVESTMENT ADVISORY | $101,051 | not reported in the loaded dataset |
| Marathon Asset Management | INVESTMENT ADVISORY | $83,654 | not reported in the loaded dataset |
| Rsm Us Llp | ACCOUNTANT | $23,258 | not reported in the loaded dataset |
| Wellington Management Co LLC | INVESTMENT ADVISORY | $9,982 | not reported in the loaded dataset |
| Legal & General Inv Management | INVESTMENT ADVISORY | $6,490 | not reported in the loaded dataset |