2023 Form 5500 filing — American Petroleum Institute Retirement Income 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 20241008102358NAL0009542627001) for American Petroleum Institute Retirement Income Plan, reported by American Petroleum Institute under EIN 13-0433430 and plan number 001. It reports 632 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$82.6MReported net assets$82,590,269
Participants632
Provider compensation$227.8K4 Schedule C row(s)$227,833
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008102358NAL0009542627001
- Plan sponsor
- American Petroleum Institute
- EIN
- 13-0433430
- Plan number
- 001
- Location
- Washington, DC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$82.6M total assets
Net assets$82.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $82,590,269
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,590,269
- Employer contributions
- $6,000,000
- Total income / additions
- $15,355,980
- Benefits paid
- $4,969,117
- Administrative expenses
- $679,729
- Total expenses
- $5,648,846
- Net increase / (decrease)
- $9,707,134
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $157,833 | not reported in the loaded dataset |
| Commonwealth Financial Network | NONE | $27,500 | not reported in the loaded dataset |
| Global Retirement Partners | NONE | $27,500 | not reported in the loaded dataset |
| Prudential | NONE | $15,000 | not reported in the loaded dataset |