2023 Form 5500 filing — The Health And Welfare Benefits Plan For The Retirees Of The Capital Group Companies
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 20241014125305NAL0013307363001) for The Health And Welfare Benefits Plan For The Retirees Of The Capital Group Companies, reported by The Capital Group Companies, Inc. under EIN 86-0206507 and plan number 511. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125305NAL0013307363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Capital Group Companies, Inc.
- EIN
- 86-0206507
- Plan number
- 511
- Location
- Los Angeles, CA
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $947,065
- Total liabilities (EOY)
- $927,717
- Net assets (EOY)
- $19,348
- Employer contributions
- $127,953
- Participant contributions
- $146,498
- Total income / additions
- $274,451
- Benefits paid
- $451,420
- Administrative expenses
- -$119,796
- Total expenses
- $331,624
- Net increase / (decrease)
- -$57,173
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross | CONTRACT ADMINISTRATOR | $232,021 | not reported in the loaded dataset |
| Cigna | CONTRACT ADMIN | $31,898 | not reported in the loaded dataset |
| Aetna Life Insurance Company | CONTRACT ADMINISTRATOR | $23,653 | not reported in the loaded dataset |