Aclu Defined Contribution Plan — Form 5500 plan (American Civil Liberties Union, Inc.)
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, Aclu Defined Contribution Plan is a benefit plan reported by American Civil Liberties Union, Inc. under EIN 13-3871360 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,645 participants and $196,692,215 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$196.7MPlan net assets, end of year$196,692,215
Participants2.6KCovered participants reported2,645
Assets / participant$74.4KComputed: assets ÷ participants$74,364 (computed)
Provider compensation$292.2K2 Schedule C provider row(s)$292,244
- Plan sponsor
- American Civil Liberties Union, Inc.
- EIN
- 13-3871360
- Plan number
- 003
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,645 | H, C | 20241011174841NAL0039701408001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$196.7M total assets
Net assets$196.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $196,692,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $196,692,215
- Net assets (BOY)
- $104,648,968
Income & contributions
- Employer contributions
- $9,246,045
- Participant contributions
- $17,047,170
- Total contributions
- $28,310,998
- Total income / additions
- $54,791,279
Expenses & distributions
- Benefits paid
- $10,633,932
- Administrative expenses
- $292,244
- Total expenses
- $10,937,939
- Net increase / (decrease)
- $43,853,340
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $276,494 | $0 | 2023 |
| Rsm Us Llp | ACCOUNTANT | $15,750 | not reported in the loaded dataset | 2023 |