Aaaa Retire. Fund For Mem. Agencies — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Aaaa Retire. Fund For Mem. Agencies (EIN 13-6616922) is a plan sponsor located in Charlotte, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-6616922
Location
Charlotte, NC
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$399,248,777
Total reported liabilities (EOY)
$86,029
Total reported net assets (EOY)
$399,162,748

Contributions & income

Total income / additions
$63,110,654

Expenses & distributions

Benefits paid / distributions
$0
Total expenses
$381,119
Net increase / (decrease)
$62,729,535

Coverage

Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Aaaa Retire. Fund For Mem. Agencies plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
103-12-Ie001not reported in the loaded dataset$399,248,7772023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Aaaa Retire. Fund For Mem. Agencies
YearPlanParticipantsSchedulesFiling
2023103-12-Ienot reported in the loaded datasetH, C20240722132236NAL0009986881001

Related Form 5500 pages