2023 Form 5500 filing — The Children'S Aid Society 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 20241015191506NAL0051038880001) for The Children'S Aid Society Retirement Plan, reported by The Children'S Aid Society under EIN 13-5562191 and plan number 001. It reports 1,062 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015191506NAL0051038880001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Children'S Aid Society
- EIN
- 13-5562191
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,062
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,753,576
- Total liabilities (EOY)
- $1,851,115
- Net assets (EOY)
- $85,902,461
- Employer contributions
- $2,049,000
- Total income / additions
- $13,180,344
- Benefits paid
- $3,917,527
- Administrative expenses
- $672,959
- Total expenses
- $4,590,486
- Net increase / (decrease)
- $8,589,858
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Perella Weinberg Partners | NONE | $356,310 | not reported in the loaded dataset |
| The Bank Of Ny Mellon | NONE | $178,197 | $0 |
| The Angell Pension Group, Inc. | NONE | $98,519 | not reported in the loaded dataset |
| Sanders Capital LLC | NONE | $21,648 | not reported in the loaded dataset |
| Vulcan Value Partners | NONE | $12,026 | not reported in the loaded dataset |
| Clarkston Capital Partners LLC | NONE | $5,564 | not reported in the loaded dataset |