American Association Of Nurse Anesthetists 401(K) Plan & Trust — Form 5500 plan (American Association Of Nurse Anesthetists)
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 Association Of Nurse Anesthetists 401(K) Plan & Trust is a benefit plan reported by American Association Of Nurse Anesthetists under EIN 36-2113743 and plan number 002. The latest loaded filing year is 2023. The filing reports 158 participants and $26,874,633 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Association Of Nurse Anesthetists
- EIN
- 36-2113743
- Plan number
- 002
- Plan type
- 2
- Location
- Park Ridge, IL
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $26,874,633
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241028140136NAL0006108048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,874,633
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,874,633
- Net assets (BOY)
- $22,192,491
Income & contributions
- Employer contributions
- $1,118,597
- Participant contributions
- $1,109,213
- Total contributions
- $2,795,845
- Total income / additions
- $6,365,298
Expenses & distributions
- Benefits paid
- $1,679,592
- Administrative expenses
- $3,564
- Total expenses
- $1,683,156
- Net increase / (decrease)
- $4,682,142
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,564 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |