2023 Form 5500 filing — Capital Accumulation 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 20240927102432NAL0001882897001) for Capital Accumulation Plan, reported by Abx Air, Inc. under EIN 91-1091619 and plan number 002. It reports 3,907 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927102432NAL0001882897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Abx Air, Inc.
- EIN
- 91-1091619
- Plan number
- 002
- Location
- Wilmington, OH
- Participants
- 3,907
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $254,936,486
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $254,936,486
- Employer contributions
- $6,492,336
- Participant contributions
- $11,822,270
- Total income / additions
- $66,701,969
- Benefits paid
- $22,166,329
- Administrative expenses
- $263,346
- Total expenses
- $22,456,715
- Net increase / (decrease)
- $44,245,254
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $210,694 | $0 |
| Mercer Investments LLC | CONSULTANT | $39,019 | not reported in the loaded dataset |
| Moss Adams Llp | CONSULTANT | $13,632 | not reported in the loaded dataset |