Armed Forces Benefit Assoc. — 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, Armed Forces Benefit Assoc. (EIN 53-0209087) is a plan sponsor located in Alexandria, VA 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
53-0209087
Location
Alexandria, VA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$112,250,185
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$112,250,185

Contributions & income

Employer contributions
$3,766,194
Participant contributions
$1,659,958
Total income / additions
$19,397,996

Expenses & distributions

Benefits paid / distributions
$11,335,275
Total expenses
$11,526,022
Net increase / (decrease)
$7,871,974

Coverage

Total reported participants
604
Plans with financial statements
2
Plans with provider compensation
2

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

Armed Forces Benefit Assoc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Armed Forces Benefit Association Employee Pension Plan001362$67,565,4682023
Armed Forces Benefit Association (Afba) 401(K) Incentive Savings Plan002242$44,684,7172023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Armed Forces Benefit Assoc.
YearPlanParticipantsSchedulesFiling
2023Armed Forces Benefit Association Employee Pension Plan362H, C20241011141319NAL0012578451001
2023Armed Forces Benefit Association (Afba) 401(K) Incentive Savings Plan242H, C20241011144537NAL0022072401001

Related Form 5500 pages