2023 Form 5500 filing — Armed Forces Benefit Association Employee Pension 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 20241011141319NAL0012578451001) for Armed Forces Benefit Association Employee Pension Plan, reported by Armed Forces Benefit Association under EIN 53-0209087 and plan number 001. It reports 362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011141319NAL0012578451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Armed Forces Benefit Association
- EIN
- 53-0209087
- Plan number
- 001
- Location
- Alexandria, VA
- Participants
- 362
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,565,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,565,468
- Employer contributions
- $3,000,455
- Participant contributions
- $0
- Total income / additions
- $9,608,966
- Benefits paid
- $8,610,125
- Administrative expenses
- $183,832
- Total expenses
- $8,793,957
- Net increase / (decrease)
- $815,009
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manning & Napier | NONE | $157,833 | not reported in the loaded dataset |