The Barack Obama Foundation 403(B) Plan — Form 5500 plan (The Barack Obama Foundation)
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 Barack Obama Foundation 403(B) Plan is a benefit plan reported by The Barack Obama Foundation under EIN 46-4950751 and plan number 001. The latest loaded filing year is 2023. The filing reports 303 participants and $16,523,129 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Barack Obama Foundation
- EIN
- 46-4950751
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 303
- End-of-year plan assets
- $16,523,129
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 303 | H, C | 20241001175002NAL0012342336001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,523,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,523,129
- Net assets (BOY)
- $10,699,308
Income & contributions
- Employer contributions
- $1,321,538
- Participant contributions
- $2,326,203
- Total contributions
- $4,055,968
- Total income / additions
- $6,504,917
Expenses & distributions
- Benefits paid
- $602,342
- Administrative expenses
- $78,754
- Total expenses
- $681,096
- Net increase / (decrease)
- $5,823,821
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wintrust Investments LLC | INVESTMENT ADVISOR | $41,733 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $37,021 | $0 | 2023 |