The American Osteopathic Association Employees' Retirement And Savings Plan — Form 5500 plan (American Osteopathic Association)
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 American Osteopathic Association Employees' Retirement And Savings Plan is a benefit plan reported by American Osteopathic Association under EIN 36-2170786 and plan number 002. The latest loaded filing year is 2023. The filing reports 243 participants and $30,499,976 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Osteopathic Association
- EIN
- 36-2170786
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $30,499,976
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241014143425NAL0015113667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,499,976
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,499,976
- Net assets (BOY)
- $28,478,247
Income & contributions
- Employer contributions
- $783,545
- Participant contributions
- $1,149,160
- Total contributions
- $2,156,161
- Total income / additions
- $6,897,664
Expenses & distributions
- Benefits paid
- $4,792,682
- Administrative expenses
- $83,253
- Total expenses
- $4,875,935
- Net increase / (decrease)
- $2,021,729
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mesirow Financial Investment Manage | INVESTMENT ADVISORY | $48,000 | $5 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,253 | $0 | 2023 |