2023 Form 5500 filing — Save The Children Federation, Inc. Retirement 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 20241008142719NAL0008460275001) for Save The Children Federation, Inc. Retirement Savings Plan, reported by Save The Children Federation, Inc. under EIN 06-0726487 and plan number 002. It reports 2,297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008142719NAL0008460275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Save The Children Federation, Inc.
- EIN
- 06-0726487
- Plan number
- 002
- Location
- Fairfield, CT
- Participants
- 2,297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $198,311,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $198,311,686
- Employer contributions
- $8,443,923
- Participant contributions
- $10,558,159
- Total income / additions
- $52,122,129
- Benefits paid
- $14,943,722
- Administrative expenses
- $177,603
- Total expenses
- $15,147,494
- Net increase / (decrease)
- $36,974,635
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $125,747 | $0 |
| Fiduciary Investment Advisors | INVESTMENT ADVISOR | $36,090 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $15,741 | not reported in the loaded dataset |