Retirement Income Plan For Employees Of The Chamber Of Commerce Of The United States Of America — Form 5500 plan (Chamber Of Commerce Of The United States Of America)
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 The Chamber Of Commerce Of The United States Of America is a benefit plan reported by Chamber Of Commerce Of The United States Of America under EIN 53-0045720 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,153 participants and $134,472,352 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chamber Of Commerce Of The United States Of America
- EIN
- 53-0045720
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 1,153
- End-of-year plan assets
- $134,472,352
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,153 | H, C | 20241010090045NAL0009838435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $134,472,352
- Total liabilities (EOY)
- $143,994
- Net assets (EOY)
- $134,328,358
- Net assets (BOY)
- $125,344,410
Income & contributions
- Total contributions
- $0
- Total income / additions
- $18,769,508
Expenses & distributions
- Benefits paid
- $8,124,198
- Administrative expenses
- $1,661,362
- Total expenses
- $9,785,560
- Net increase / (decrease)
- $8,983,948
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | NONE | $371,797 | $0 | 2023 |
| Cbiz | NONE | $164,260 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $133,473 | not reported in the loaded dataset | 2023 |
| Delaware Capital Management | NONE | $74,944 | $0 | 2023 |
| Ernst & Young Us Llp | NONE | $57,200 | not reported in the loaded dataset | 2023 |
| Columbia Mgmt Investment Advisor | NONE | $46,700 | not reported in the loaded dataset | 2023 |
| Westfield Capital Management Co. | NONE | $45,218 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chamber Of Commerce Of The United States Of America
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Merrill Lynch Pierce Fenner Smith — Schedule C compensation
- Cbiz — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Delaware Capital Management — Schedule C compensation
- Ernst & Young Us Llp — Schedule C compensation
- Columbia Mgmt Investment Advisor — Schedule C compensation
- Westfield Capital Management Co. — Schedule C compensation