2023 Form 5500 filing — Long-Term Disability Plan For Hourly Employees
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 20241003145248NAL0009969857001) for Long-Term Disability Plan For Hourly Employees, reported by Altria Client Services LLC under EIN 47-2929146 and plan number 527. It reports 1,905 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003145248NAL0009969857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Altria Client Services LLC
- EIN
- 47-2929146
- Plan number
- 527
- Location
- Richmond, VA
- Participants
- 1,905
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,307,993
- Total liabilities (EOY)
- $160,804
- Net assets (EOY)
- $24,147,189
- Total income / additions
- $3,272,862
- Benefits paid
- $5,030,007
- Administrative expenses
- $373,602
- Total expenses
- $5,403,609
- Net increase / (decrease)
- -$2,130,747
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Scharf Investments LLC | INVESTMENT MANAGER | $131,190 | not reported in the loaded dataset |
| Fidelity Investmt Instit Op Co Inc | RECORDKEEPER | $105,461 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | AUDITOR | $80,000 | not reported in the loaded dataset |
| The Hartford | CONTRACT ADMINISTRATOR | $46,732 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | ACTUARY | $20,750 | not reported in the loaded dataset |
| Jpmorgan Chase Bank Na | TRUSTEE | $11,528 | $0 |
| Andersen Tax LLC | ACCOUNTING | $8,150 | not reported in the loaded dataset |