2023 Form 5500 filing — Henry M. Jackson Foundation Defined Contribution 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 20241014162654NAL0013619827001) for Henry M. Jackson Foundation Defined Contribution Retirement Plan, reported by The Henry M. Jackson Foundation For The Adv Of Military Medicine, Inc. under EIN 52-1317896 and plan number 001. It reports 6,716 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162654NAL0013619827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Henry M. Jackson Foundation For The Adv Of Military Medicine, Inc.
- EIN
- 52-1317896
- Plan number
- 001
- Location
- Bethesda, MD
- Participants
- 6,716
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $533,793,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $533,793,253
- Employer contributions
- $12,133,033
- Participant contributions
- $16,075,294
- Total income / additions
- $107,043,882
- Benefits paid
- $22,577,546
- Administrative expenses
- $408,214
- Total expenses
- $22,985,760
- Net increase / (decrease)
- $84,058,122
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $316,086 | $0 |
| Sageview Advisory Group, LLC | NONE | $69,628 | not reported in the loaded dataset |
| Weyrich, Cronin & Sorra LLC | NONE | $22,500 | not reported in the loaded dataset |