The Advocacy Alliance Retirement Plan — Form 5500 plan (The Advocacy Alliance)
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 Advocacy Alliance Retirement Plan is a benefit plan reported by The Advocacy Alliance under EIN 24-0829843 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $5,075,839 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.1MPlan net assets, end of year$5,075,839
Participants152Covered participants reported
Assets / participant$33.4KComputed: assets ÷ participants$33,394 (computed)
Provider compensation$47.7K4 Schedule C provider row(s)$47,702
- Plan sponsor
- The Advocacy Alliance
- EIN
- 24-0829843
- Plan number
- 001
- Plan type
- 2
- Location
- Scranton, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20240716130246NAL0005153568001 |
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)$5.1M total assets
Net assets$5.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,075,839
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,075,839
- Net assets (BOY)
- $4,390,422
Income & contributions
- Employer contributions
- $313,594
- Participant contributions
- $188,028
- Total contributions
- $664,578
- Total income / additions
- $1,319,522
Expenses & distributions
- Benefits paid
- $596,956
- Administrative expenses
- $37,149
- Total expenses
- $634,105
- Net increase / (decrease)
- $685,417
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.
63%37%
Employer 63%Participant 37%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,149 | $0 | 2023 |
| Cambridge Investment Research Advis | INVESTMENT ADVISORY | $0 | $10,553 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Advocacy Alliance
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Scranton, PA
- Principal Life Insurance Company — Schedule C compensation
- Cambridge Investment Research Advis — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation