2023 Form 5500 filing — Fermi National Accelerator Laboratory Tax Sheltered Annuity 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 20241011152047NAL0012689587001) for Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan, reported by Fermi Research Alliance, LLC under EIN 57-1239010 and plan number 001. It reports 3,400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011152047NAL0012689587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fermi Research Alliance, LLC
- EIN
- 57-1239010
- Plan number
- 001
- Location
- Batavia, IL
- Participants
- 3,400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $722,021,417
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $722,021,417
- Participant contributions
- $18,700,892
- Total income / additions
- $117,886,564
- Benefits paid
- $55,527,538
- Administrative expenses
- $62,290
- Total expenses
- $55,589,828
- Net increase / (decrease)
- $62,296,736
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | NONE | $62,290 | $0 |
| Cref-Tiaa-Investment Management,LLC | NONE | $0 | $0 |