2023 Form 5500 filing — American Postal Workers Union Health Plan Employee Pension 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 20240731170011NAL0012919907001) for American Postal Workers Union Health Plan Employee Pension Plan, reported by American Postal Workers Union Afl-Cio Health Plan under EIN 52-0940594 and plan number 001. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731170011NAL0012919907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Postal Workers Union Afl-Cio Health Plan
- EIN
- 52-0940594
- Plan number
- 001
- Location
- Elkridge, MD
- Participants
- 408
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,187,953
- Total liabilities (EOY)
- $20,689
- Net assets (EOY)
- $65,167,264
- Total income / additions
- $6,177,851
- Benefits paid
- $2,635,583
- Administrative expenses
- $222,768
- Total expenses
- $2,858,351
- Net increase / (decrease)
- $3,319,500
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Realty Advisors | NONE | $92,815 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $86,956 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $54,948 | not reported in the loaded dataset |
| Withumsmith + Brown Pc | NONE | $33,789 | not reported in the loaded dataset |