2023 Form 5500 filing — Girl Scouts Of The Usa 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 20241008114450NAL0017489713001) for Girl Scouts Of The Usa Retirement Plan, reported by Girl Scouts Of The Usa under EIN 13-1624016 and plan number 001. It reports 797 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008114450NAL0017489713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Girl Scouts Of The Usa
- EIN
- 13-1624016
- Plan number
- 001
- Location
- New York, NY
- Participants
- 797
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,959,940
- Total liabilities (EOY)
- $40,677
- Net assets (EOY)
- $85,919,263
- Employer contributions
- $1,300,000
- Participant contributions
- $0
- Total income / additions
- $9,552,332
- Benefits paid
- $7,851,701
- Administrative expenses
- $692,678
- Total expenses
- $8,544,379
- Net increase / (decrease)
- $1,007,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $113,734 | not reported in the loaded dataset |
| The Bank Of New York Mellon | TRUSTEE | $80,119 | $0 |
| Nepc, LLC | NONE | $71,392 | not reported in the loaded dataset |
| Fiam Group Trust For Employee Benes | NONE | $52,809 | $0 |
| Prudential Trust Company | NONE | $51,806 | $0 |
| Income Research & Management | NONE | $32,599 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $19,425 | not reported in the loaded dataset |
| Metropolitan Life Insurance Company | NONE | $13,319 | not reported in the loaded dataset |
| Barrow Hanley | NONE | $9,790 | not reported in the loaded dataset |
| T Rowe Price | NONE | $7,340 | $0 |
| Wasatch Advisors Inc | NONE | $6,949 | $0 |
| Victory Capital | NONE | $6,598 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $1,231 | $0 |