American Civil Liberties Union Retirement Plan — Form 5500 plan (American Civil Liberties Union)
Plain-English plan 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, American Civil Liberties Union Retirement Plan is a benefit plan reported by American Civil Liberties Union under EIN 13-3871360 and plan number 001. The latest loaded filing year is 2023. The filing reports 836 participants and $166,833,284 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Civil Liberties Union
- EIN
- 13-3871360
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 836
- End-of-year plan assets
- $166,833,284
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 836 | H, C | 20241011151809NAL0039253424001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $166,833,284
- Total liabilities (EOY)
- $5,154,822
- Net assets (EOY)
- $161,678,462
- Net assets (BOY)
- $154,882,812
Income & contributions
- Employer contributions
- $8,000,000
- Total contributions
- $8,000,000
- Total income / additions
- $19,828,776
Expenses & distributions
- Benefits paid
- $11,603,631
- Administrative expenses
- $1,429,495
- Total expenses
- $13,033,126
- Net increase / (decrease)
- $6,795,650
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan | NONE | $223,979 | not reported in the loaded dataset | 2023 |