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Form 5500 · Retirement plan · WASHINGTON, DC

CHILDRENS DEFENSE FUND

The filing calls this plan CHILDRENS DEFENSE FUND RETIREMENT PLAN.

CHILDRENS DEFENSE FUND of WASHINGTON, DC's retirement plan holds 3 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-0895622 · plan 001 · plan year 2024, filed Oct 23, 2025

Participants at the start of the year
464
Contracts on file
3
Contract value
$2,208,428
Plan year end
December

Plan brief

Schedule A lists 3 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with AMERICAN UNITED LIFE INSURANCE COMPANY.

The contracts held $2,208,428 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC182December$465,598$0
TIAA-CREFAnnuity / GIC106December$521,825$0
TIAA-CREFAnnuity / GIC255December$1,221,005$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
CHILDRENS DEFENSE FUND
EIN 52-0895622
AMERICAN UNITED LIFE INSURANCE CO
Recordkeeping and information management · EIN 35-0145825
$1,742
paid directly by the plan
LPL FINANCIAL LLC
Named on Schedule C · EIN 04-3046611
$0
paid directly by the plan
FIDLEITY INVESTMENTS
RECORD KEEPER · EIN 04-2647786
$216
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$20,653,714
Paid out in benefits
$1,275,666
Participants at the start of the year
464
Participants with account balances
431

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 35-0145825
AMERICAN UNITED LIFE INSURANCE CO
Independent accountantEIN 04-3499945
CARON & BLETZER PLLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

This plan filed under the Department of Labor's voluntary program for late filings.

Other plans filed by this employer

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