2023 Form 5500 filing — American Postal Workers Union Employees' Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729074647NAL0018563153003) for American Postal Workers Union Employees' Retirement Plan, reported by American Postal Workers Union, Afl-Cio under EIN 52-0913725 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729074647NAL0018563153003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Postal Workers Union, Afl-Cio
- EIN
- 52-0913725
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,895,279
- Total liabilities (EOY)
- $32,700
- Net assets (EOY)
- $27,862,579
- Employer contributions
- $281,184
- Total income / additions
- $2,871,906
- Benefits paid
- $999,278
- Administrative expenses
- $195,383
- Total expenses
- $1,194,661
- Net increase / (decrease)
- $1,677,245
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Watson Delaware Inc | NONE | $65,400 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $38,718 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $33,944 | not reported in the loaded dataset |
| Calibre Cpa Group LLC | NONE | $22,200 | not reported in the loaded dataset |
| Ceridian | NONE | $12,690 | not reported in the loaded dataset |