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Original filing (PDF)20250124130059NAL0008325041001
THE AMERICAN NATIONAL RED CROSS
Form 5500
FILING_RECEIVED
RETIREMENT SYSTEM OF THE AMERICAN NATIONAL RED CROSS
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
4,198
Accounts w/ balance
—
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
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
- 13 bps in Schedule C fees — 155% above peer band of 5 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 THE AMERICAN NATIONAL RED CROSS.
Plan sponsor
Name
THE AMERICAN NATIONAL RED CROSS
EIN
53-0196605
Address
431 18TH STREET, NW · WASHINGTON, DC · 20006
Phone
(202) 303-5343
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-01-24
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK AND TRUST COMPANY | 04-1867445 | — | TRUSTEE | $101K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $892K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $199K | — |
| KPMG LLP | 13-5565207 | — | NONE | $164K | — |
| K&L GATES LLP | 25-0921018 | — | NONE | $32K | — |
| AGILIS PARTNERS | — | WALTHAM, MA | NONE | $25K | — |
| BALLARD SPAHR LLP | 23-0382195 | — | NONE | $14K | — |
Investments
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.