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Original filing (PDF)20250812073124NAL0022416914001
AMERICAN CHEMICAL SOCIETY
Form 5500
FILING_RECEIVED
AMERICAN CHEMICAL SOCIETY RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
547
Accounts w/ balance
—
Plan assets (EOY)
$769.2M
Net assets (EOY)
$513.8M
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
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
65
Vendor stack
55
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — 108% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN CHEMICAL SOCIETY.
Plan sponsor
Name
AMERICAN CHEMICAL SOCIETY
EIN
53-0196572
Address
1155 16TH ST NW ROOM 333 · WASHINGTON, DC · 200364839
Phone
(202) 872-4446
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
AMERICAN CHEMICAL SOCIETY
EIN
52-1095711
City
WASHINGTON, DC
Phone
(202) 872-4446
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-12
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | CUSTODIAN | $66 | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIMCO | 95-2632339 | — | INV. MGT | $880K | — |
| CAPITAL GUARDIAN | 95-6597294 | — | INV. MGT | $40K | — |
| CALLAN LLC | 94-2192581 | — | INV. MGT | $39K | — |
| BLACKROCK INST. TRUST CO, NA | 94-6581660 | — | INV. MGT | $3K | — |
Investments
4 pooled funds· $44.0M(6% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| RUSSELL 3000 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3302956 / PN 001 | Common Collective Trust | $27.3M | 3.6% |
| BLACKROCK INSTITUTIONAL TRUST COMPA EAFE EQUITY INDEX FUND · EIN 94-6596958 / PN 001 | Common Collective Trust | $10.6M | 1.4% |
| EB TEMPORARY INVESTMENT FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | $6.2M | 0.8% |
| CAPITAL GROUP INTERNATIONAL EQUITY CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 003 | Common Collective Trust | $0 | <0.1% |