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

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023295H, C20241014144642NAL0054022802001
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
Money in vs. money out
Total income / additions$8.1M
Total expenses$3.7M
Benefits paid / distributions$3.5M
Contributions
Employer$1.3M
Participant$1.3M
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.

Contribution share (employer vs. participant)
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)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$154,584$02023
Sageview Advisory Group, LLCINVESTMENT ADVISORY$0$29,3252023
Roland Criss Fiduciary ServicesCONSULTANT$0$28,5002023

Related Form 5500 pages