The Children'S Aid Society Retirement Plan — Form 5500 plan (The Children'S Aid Society)
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, The Children'S Aid Society Retirement Plan is a benefit plan reported by The Children'S Aid Society under EIN 13-5562191 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,062 participants and $87,753,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Children'S Aid Society
- EIN
- 13-5562191
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,062
- End-of-year plan assets
- $87,753,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,062 | H, C | 20241015191506NAL0051038880001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,753,576
- Total liabilities (EOY)
- $1,851,115
- Net assets (EOY)
- $85,902,461
- Net assets (BOY)
- $77,312,603
Income & contributions
- Employer contributions
- $2,049,000
- Total contributions
- $2,049,000
- Total income / additions
- $13,180,344
Expenses & distributions
- Benefits paid
- $3,917,527
- Administrative expenses
- $672,959
- Total expenses
- $4,590,486
- Net increase / (decrease)
- $8,589,858
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Perella Weinberg Partners | NONE | $356,310 | not reported in the loaded dataset | 2023 |
| The Bank Of Ny Mellon | NONE | $178,197 | $0 | 2023 |
| The Angell Pension Group, Inc. | NONE | $98,519 | not reported in the loaded dataset | 2023 |
| Sanders Capital LLC | NONE | $21,648 | not reported in the loaded dataset | 2023 |
| Vulcan Value Partners | NONE | $12,026 | not reported in the loaded dataset | 2023 |
| Clarkston Capital Partners LLC | NONE | $5,564 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Children'S Aid Society
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Perella Weinberg Partners — Schedule C compensation
- The Bank Of Ny Mellon — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Sanders Capital LLC — Schedule C compensation
- Vulcan Value Partners — Schedule C compensation
- Clarkston Capital Partners LLC — Schedule C compensation