Ancestry Retirement Savings And Investment Plan — Form 5500 plan (Ancestry.Com Operations Inc.)

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, Ancestry Retirement Savings And Investment Plan is a benefit plan reported by Ancestry.Com Operations Inc. under EIN 87-0392473 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,071 participants and $189,597,388 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ancestry.Com Operations Inc.
EIN
87-0392473
Plan number
001
Plan type
2
Location
Lehi, UT
Latest filing year
2023
Participants
2,071
End-of-year plan assets
$189,597,388

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,071H, C20240930111153NAL0005467313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$189,597,388
Total liabilities (EOY)
$0
Net assets (EOY)
$189,597,388
Net assets (BOY)
$150,926,188

Income & contributions

Employer contributions
$5,087,193
Participant contributions
$15,005,019
Total contributions
$22,030,639
Total income / additions
$50,774,190

Expenses & distributions

Benefits paid
$11,818,655
Administrative expenses
$254,525
Total expenses
$12,102,990
Net increase / (decrease)
$38,671,200

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$161,985$02023
Capfinancial Partners LLC Dba CaptrOTHER$65,686not reported in the loaded dataset2023
Bdo Usa, LlpCONTRACT ADMIN$26,854not reported in the loaded dataset2023

Related Form 5500 pages