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, Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan is a benefit plan reported by Fermi Research Alliance, LLC under EIN 57-1239010 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,400 participants and $722,021,417 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $722,021,417
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $722,021,417
- Net assets (BOY)
- $659,724,681
Income & contributions
- Participant contributions
- $18,700,892
- Total contributions
- $21,480,440
- Total income / additions
- $117,886,564
Expenses & distributions
- Benefits paid
- $55,527,538
- Administrative expenses
- $62,290
- Total expenses
- $55,589,828
- Net increase / (decrease)
- $62,296,736