American Speech-Language-Hearing Association Retirement Income Plan — Form 5500 plan (American Speech-Language-Hearing 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, American Speech-Language-Hearing Association Retirement Income Plan is a benefit plan reported by American Speech-Language-Hearing Association under EIN 53-0240474 and plan number 001. The latest loaded filing year is 2023. The filing reports 542 participants and $94,072,681 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Speech-Language-Hearing Association
- EIN
- 53-0240474
- Plan number
- 001
- Plan type
- 2
- Location
- Rockville, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 542 | H, C | 20241014111701NAL0053272770001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $94,072,681
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,072,681
- Net assets (BOY)
- $87,904,031
Income & contributions
- Employer contributions
- $3,863,937
- Total contributions
- $3,863,937
- Total income / additions
- $12,815,432
Expenses & distributions
- Benefits paid
- $6,029,745
- Administrative expenses
- $662,402
- Total expenses
- $6,692,147
- Net increase / (decrease)
- $6,123,285
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $100,378 | $0 | 2023 |
| Prudential Retirement Insurance And | CONTRACT ADMINISTRATOR | $68,052 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | INVESTMENT ADVISORY | $58,815 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank Nati | INVESTMENT ADVISORY | $22,222 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Speech-Language-Hearing Association
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Rockville, MD
- Principal Life Insurance Company — Schedule C compensation
- Prudential Retirement Insurance And — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Jpmorgan Chase Bank Nati — Schedule C compensation