2023 Form 5500 filing — Allied Pilots Association Pilot Occupational Disability 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 20240821152659NAL0004101953001) for Allied Pilots Association Pilot Occupational Disability Plan, reported by Allied Pilots Association under EIN 13-1982245 and plan number 504. It reports 6,160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821152659NAL0004101953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allied Pilots Association
- EIN
- 13-1982245
- Plan number
- 504
- Location
- Fort Worth, TX
- Participants
- 6,160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,069,796
- Total liabilities (EOY)
- $18,332,761
- Net assets (EOY)
- $44,737,035
- Participant contributions
- $7,066,190
- Total income / additions
- $15,129,433
- Benefits paid
- $12,246,777
- Administrative expenses
- $884,568
- Total expenses
- $13,131,345
- Net increase / (decrease)
- $1,998,088
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ngs | NONE | $333,922 | not reported in the loaded dataset |
| Guardian | NONE | $235,409 | not reported in the loaded dataset |
| The Segal Company | NONE | $98,042 | not reported in the loaded dataset |
| Benefit Elect | NONE | $56,544 | not reported in the loaded dataset |
| Wellington Trust Co | NONE | $52,212 | not reported in the loaded dataset |
| Towers Watson | NONE | $27,623 | not reported in the loaded dataset |
| State Street Bank & Trust Co | TRUSTEE | $27,391 | not reported in the loaded dataset |
| Bdo Usa, P.C. | NONE | $26,816 | not reported in the loaded dataset |
| Bhms | NONE | $16,181 | not reported in the loaded dataset |
| Wex Benefit | NONE | $14,587 | not reported in the loaded dataset |
| Hartnett Reyes-Jones | NONE | $8,916 | not reported in the loaded dataset |