2023 Form 5500 filing — American Association Of Nurse Anesthetists 401(K) Plan & Trust
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 20241028140136NAL0006108048001) for American Association Of Nurse Anesthetists 401(K) Plan & Trust, reported by American Association Of Nurse Anesthetists under EIN 36-2113743 and plan number 002. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241028140136NAL0006108048001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Association Of Nurse Anesthetists
- EIN
- 36-2113743
- Plan number
- 002
- Location
- Park Ridge, IL
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,874,633
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,874,633
- Employer contributions
- $1,118,597
- Participant contributions
- $1,109,213
- Total income / additions
- $6,365,298
- Benefits paid
- $1,679,592
- Administrative expenses
- $3,564
- Total expenses
- $1,683,156
- Net increase / (decrease)
- $4,682,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,564 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |