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Original filing (PDF)20240516130412NAL0041860705001
AMERICAN BANKERS ASSOCIATION
Form 5500-SF
FILING_RECEIVED
EMPLOYEES' RETIREMENT PLAN OF THE AMERICAN BANKERS ASSOCIATION
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
86
/ 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
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
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 AMERICAN BANKERS ASSOCIATION.
Plan sponsor
Name
AMERICAN BANKERS ASSOCIATION
EIN
52-1001304
Address
1333 NEW HAMPSHIRE AVENUE, NW · WASHINGTON, DC · 20036
Phone
(202) 663-5509
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2023-12-31
Filed
2024-05-16
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.