Chinese American Service League Retirement Plan — Form 5500 plan (Chinese American Service League, Inc.)
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, Chinese American Service League Retirement Plan is a benefit plan reported by Chinese American Service League, Inc. under EIN 36-2984043 and plan number 001. The latest loaded filing year is 2023. The filing reports 800 participants and $5,862,912 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.9MPlan net assets, end of year$5,862,912
Participants800Covered participants reported
Assets / participant$7.3KComputed: assets ÷ participants$7,329 (computed)
Provider compensation$21.5K2 Schedule C provider row(s)$21,497
- Plan sponsor
- Chinese American Service League, Inc.
- EIN
- 36-2984043
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 800 | H, C | 20250207100647NAL0006407843001 |
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)$5.9M total assets
Net assets$5.9MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $5,862,912
- Net assets (EOY)
- $5,862,912
- Net assets (BOY)
- $5,113,531
Income & contributions
- Employer contributions
- $302,928
- Participant contributions
- $240,334
- Total contributions
- $543,262
- Total income / additions
- $1,583,044
Expenses & distributions
- Benefits paid
- $817,581
- Administrative expenses
- $16,082
- Total expenses
- $833,663
- Net increase / (decrease)
- $749,381
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.
56%44%
Employer 56%Participant 44%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income52%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | RECORDKEEPER | $5,579 | $5,190 | 2023 |
| Alliant Ins Services Inc | not reported in the loaded dataset | $10,728 | not reported in the loaded dataset | 2023 |