Back to filter
Original filing (PDF)20240924144222NAL0026431282001
MARCH OF DIMES
Form 5500
FILING_RECEIVED
GROUP TRAVEL ACCIDENT
Health & welfare plan
Signals · 3
Late filing · 34.3 moNo auditor on fileNo recordkeeper disclosed
Active participants
12,000
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
67
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
35
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Filed 34.3 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARCH OF DIMES.
Plan sponsor
Name
MARCH OF DIMES
EIN
13-1846366
Address
3495 PIEDMONT RD NE, STE 210 · ATLANTA, GA · 303051717
Phone
(914) 997-4538
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
505
Plan year
2023
Plan year begin
2020-01-01
Tax period
2020-12-31
Filed
2024-09-24
Welfare benefit codes
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Other Services (ex. Public Admin) plans
ALLIANCE FRANCAISE DE WASHINGTON
ALLIANCE FRANCAISE DE WASHINGTON
$0
OUR MILITARY KIDS, INC.
OUR MILITARY KIDS, INC. 403(B) PLAN
$0
JAMES G. SWIFT & ASSOCIATES
JAMES G. SWIFT & ASSOCIATES GCF BENEFIT PLAN
$0
SOUTHWESTERN MACHINE & TOOL WORKS INC
SOUTHWESTERN MACHINE & TOOL WORKS INC GCF BENEFIT PLAN
$0
BETTY AND DAVIS FITZGERALD FOUNDATION, INC.
BETTY AND DAVIS FITZGERALD FOUNDATION, INC.
$0
WRIGHT BROTHERS, INC.
WRIGHT BROTHERS, INC. GCF BENEFIT PLAN
$0
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants