2023 Form 5500 filing — Thrift Plan For Employees Of The American Bar Association And Affiliates

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 20241014151313NAL0045042464001) for Thrift Plan For Employees Of The American Bar Association And Affiliates, reported by American Bar Association under EIN 36-0723150 and plan number 002. It reports 1,824 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$189.4MReported net assets$189,430,289
Participants1.8K1,824
Provider compensation$134.6K1 Schedule C row(s)$134,555
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014151313NAL0045042464001
Plan sponsor
American Bar Association
EIN
36-0723150
Plan number
002
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$189.4M total assets
Net assets$189.4MLiabilities
Money in vs. money out
Total income / additions$42.6M
Total expenses$14.9M
Benefits paid / distributions$14.8M
Contributions
Employer$4.8M
Participant$7M
Full reported line items
Total assets (EOY)
$189,430,289
Net assets (EOY)
$189,430,289
Employer contributions
$4,825,969
Participant contributions
$7,025,938
Total income / additions
$42,563,997
Benefits paid
$14,797,727
Administrative expenses
$134,555
Total expenses
$14,932,282
Net increase / (decrease)
$27,631,715
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $134.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014151313NAL0045042464001 cover?
It is the 2023 Form 5500 filing for Thrift Plan For Employees Of The American Bar Association And Affiliates, reported by American Bar Association (EIN 36-0723150).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages