2023 Form 5500 filing — American Civil Liberties Union 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 20241011151809NAL0039253424001) for American Civil Liberties Union Retirement Plan, reported by American Civil Liberties Union under EIN 13-3871360 and plan number 001. It reports 836 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011151809NAL0039253424001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Civil Liberties Union
- EIN
- 13-3871360
- Plan number
- 001
- Location
- New York, NY
- Participants
- 836
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $166,833,284
- Total liabilities (EOY)
- $5,154,822
- Net assets (EOY)
- $161,678,462
- Employer contributions
- $8,000,000
- Total income / additions
- $19,828,776
- Benefits paid
- $11,603,631
- Administrative expenses
- $1,429,495
- Total expenses
- $13,033,126
- Net increase / (decrease)
- $6,795,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan | NONE | $223,979 | not reported in the loaded dataset |