2023 Form 5500 filing — Aaaa Group Insurance Trust
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 20241002094409NAL0014066880001) for Aaaa Group Insurance Trust, reported by Aaaa Group Insurance Trust under EIN 13-3685892 and plan number 501. It reports 2,669 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002094409NAL0014066880001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Aaaa Group Insurance Trust
- EIN
- 13-3685892
- Plan number
- 501
- Location
- Charlotte, NC
- Participants
- 2,669
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $387,990
- Total liabilities (EOY)
- $135,964
- Net assets (EOY)
- $252,026
- Participant contributions
- $1,683,126
- Total income / additions
- $1,695,977
- Benefits paid
- $1,336,984
- Administrative expenses
- $311,378
- Total expenses
- $1,648,362
- Net increase / (decrease)
- $47,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aaaa Benefits, Inc | SISTER COMPANY | $253,598 | not reported in the loaded dataset |
| Grant Thornton, Llp | AUDITOR | $25,162 | not reported in the loaded dataset |