2023 Form 5500 filing — Retirement Plan For National Office And Field Staff Employees Of The March Of Dimes Foundation
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 20241010181608NAL0036674016001) for Retirement Plan For National Office And Field Staff Employees Of The March Of Dimes Foundation, reported by March Of Dimes Inc. under EIN 13-1846366 and plan number 001. It reports 876 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010181608NAL0036674016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- March Of Dimes Inc.
- EIN
- 13-1846366
- Plan number
- 001
- Location
- Arlington, VA
- Participants
- 876
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,928,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,928,847
- Employer contributions
- $3,469,231
- Total income / additions
- $17,640,690
- Benefits paid
- $11,057,199
- Administrative expenses
- $242,347
- Total expenses
- $11,299,546
- Net increase / (decrease)
- $6,341,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments LLC | NONE | $212,724 | not reported in the loaded dataset |
| Us Bank | NONE | $29,594 | not reported in the loaded dataset |
| Grant Thornton Llp | NONE | $0 | not reported in the loaded dataset |