2023 Form 5500 filing — The Children'S Aid Society Voluntary 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 20241015125626NAL0028492145001) for The Children'S Aid Society Voluntary Retirement Plan, reported by The Children'S Aid Society under EIN 13-5562191 and plan number 002. It reports 4,792 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)$58.5MReported net assets$58,450,330
Participants4.8K4,792
Provider compensation$5.8K1 Schedule C row(s)$5,800
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015125626NAL0028492145001
Plan sponsor
The Children'S Aid Society
EIN
13-5562191
Plan number
002
Location
New York, NY
Received date
not reported in the loaded dataset
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)$58.5M total assets
Net assets$58.5MLiabilities$0
Money in vs. money out
Total income / additions$14.6M
Total expenses$3.9M
Benefits paid / distributions$3.5M
Contributions
Employer$3.2M
Participant$3M
Full reported line items
Total assets (EOY)
$58,450,330
Total liabilities (EOY)
$0
Net assets (EOY)
$58,450,330
Employer contributions
$3,241,093
Participant contributions
$2,998,610
Total income / additions
$14,551,761
Benefits paid
$3,502,654
Administrative expenses
$378,035
Total expenses
$3,893,193
Net increase / (decrease)
$10,658,568

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
National Benefit Services, LLCSERVICE PROVIDER$0$5,800

Related Form 5500 pages