Retirement Income Plan For Employees Of International Association Of Lions Clubs — Form 5500 plan (The International Association Of Lions Clubs)
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, Retirement Income Plan For Employees Of International Association Of Lions Clubs is a benefit plan reported by The International Association Of Lions Clubs under EIN 36-1263962 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $56,656,655 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The International Association Of Lions Clubs
- EIN
- 36-1263962
- Plan number
- 001
- Plan type
- 2
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 396
- End-of-year plan assets
- $56,656,655
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20241003154036NAL0004990515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,656,655
- Net assets (EOY)
- $56,656,655
- Net assets (BOY)
- $55,152,775
Income & contributions
- Employer contributions
- $500,000
- Total contributions
- $500,000
- Total income / additions
- $6,643,957
Expenses & distributions
- Benefits paid
- $4,853,445
- Administrative expenses
- $286,632
- Total expenses
- $5,140,077
- Net increase / (decrease)
- $1,503,880
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $185,943 | $0 | 2023 |
| Transamerica Retirement Solutions | ACTUARIAL SERVICES | $65,000 | $0 | 2023 |
| Willis Towers Watson | ACTUARY | $18,000 | not reported in the loaded dataset | 2023 |
| Crowe Llp | AUDITOR | $17,640 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The International Association Of Lions Clubs
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Bank Of America — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Crowe Llp — Schedule C compensation