2023 Form 5500 filing — Air Transport Association Of America 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 20241015072834NAL0028929745001) for Air Transport Association Of America Retirement Income Plan, reported by Air Transport Association Of America, Inc. under EIN 52-2113962 and plan number 333. It reports 717 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072834NAL0028929745001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Air Transport Association Of America, Inc.
- EIN
- 52-2113962
- Plan number
- 333
- Location
- Washington, DC
- Participants
- 717
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $116,656,102
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $116,656,102
- Employer contributions
- $2,251,900
- Total income / additions
- $11,681,020
- Benefits paid
- $10,072,865
- Administrative expenses
- $212,518
- Total expenses
- $10,285,383
- Net increase / (decrease)
- $1,395,637
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $68,358 | not reported in the loaded dataset |
| Empower Capital Management, LLC | NONE | $55,328 | not reported in the loaded dataset |
| Aprio Llp | NONE | $20,000 | not reported in the loaded dataset |