2023 Form 5500 filing — American National Standards Institute 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 20241008141016NAL0017759329001) for American National Standards Institute 403(B) Plan, reported by American National Standards Institute under EIN 13-1635253 and plan number 002. It reports 256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008141016NAL0017759329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American National Standards Institute
- EIN
- 13-1635253
- Plan number
- 002
- Location
- New York, NY
- Participants
- 256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,791,242
- Net assets (EOY)
- $56,791,242
- Employer contributions
- $1,537,086
- Participant contributions
- $2,712,045
- Total income / additions
- $11,874,582
- Benefits paid
- $789,046
- Administrative expenses
- $87,002
- Total expenses
- $884,971
- Net increase / (decrease)
- $10,989,611
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISOR | $81,913 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $3,330 | $0 |
| Newport | RECORD KEEPER | $1,479 | $0 |
| Ascendus | RECORD KEEPER | $280 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |