Childfund International, Usa 403(B) Tax Deferred Annuity Plan — Form 5500 plan (Childfund International, Usa)
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, Childfund International, Usa 403(B) Tax Deferred Annuity Plan is a benefit plan reported by Childfund International, Usa under EIN 54-0536100 and plan number 002. The latest loaded filing year is 2023. The filing reports 295 participants and $31,954,980 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$32MPlan net assets, end of year$31,954,980
Participants295Covered participants reported
Assets / participant$108.3KComputed: assets ÷ participants$108,322 (computed)
Provider compensation$212.4K3 Schedule C provider row(s)$212,409
- Plan sponsor
- Childfund International, Usa
- EIN
- 54-0536100
- Plan number
- 002
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 295 | H, C | 20241014144642NAL0054022802001 |
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)$32M total assets
Net assets$32MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $31,954,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,954,980
- Net assets (BOY)
- $27,577,904
Income & contributions
- Employer contributions
- $1,252,382
- Participant contributions
- $1,254,417
- Total contributions
- $3,281,828
- Total income / additions
- $8,079,356
Expenses & distributions
- Benefits paid
- $3,540,935
- Administrative expenses
- $154,584
- Total expenses
- $3,702,280
- Net increase / (decrease)
- $4,377,076
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.
50%50%
Employer 50%Participant 50%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $154,584 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY | $0 | $29,325 | 2023 |
| Roland Criss Fiduciary Services | CONSULTANT | $0 | $28,500 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Childfund International, Usa
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Principal Life Insurance Company — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Roland Criss Fiduciary Services — Schedule C compensation