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AMERICAN ACADEMY OF ACTUARIES — AMERICAN ACADEMY OF ACTUARIES DEFINED BENEFIT PENSION PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250728064358NAL0003751250001
AMERICAN ACADEMY OF ACTUARIES
Form 5500-SF
FILING_RECEIVED
AMERICAN ACADEMY OF ACTUARIES DEFINED BENEFIT PENSION PLAN AND TRUST
Defined-benefit pension plan
Active participants
31
Accounts w/ balance
—
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AMERICAN ACADEMY OF ACTUARIES
.
Find decision makers
Plan sponsor
Name
AMERICAN ACADEMY OF ACTUARIES
EIN
36-6142798
Address
1850 M STREET NW - SUITE 300 · WASHINGTON, DC · 200365805
Phone
(202) 223-8196
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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SOUTHEAST RURAL COMMUNITY ASSI
100
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.
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