2023 Form 5500 filing — Allied Pilots Association Retiree Health Benefit 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 20240821152732NAL0002475587001) for Allied Pilots Association Retiree Health Benefit Plan, reported by Allied Pilots Association under EIN 13-1982245 and plan number 512. It reports 30 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821152732NAL0002475587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allied Pilots Association
- EIN
- 13-1982245
- Plan number
- 512
- Location
- Fort Worth, TX
- Participants
- 30
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,970,982
- Total liabilities (EOY)
- $6,178
- Net assets (EOY)
- $4,964,804
- Participant contributions
- $25,005
- Total income / additions
- $635,193
- Benefits paid
- $49,411
- Administrative expenses
- $78,535
- Total expenses
- $127,946
- Net increase / (decrease)
- $507,247
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $41,316 | not reported in the loaded dataset |
| Web-Tpa | NONE | $18,282 | not reported in the loaded dataset |
| State Street Bank & Trust Co | TRUSTEE | $8,825 | not reported in the loaded dataset |