2023 Form 5500 filing — Automotive, Petroleum & Allied Industries Employee Welfare Fund
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 20241015130327NAL0029720257003) for Automotive, Petroleum & Allied Industries Employee Welfare Fund, reported by Automotive Petroleum & Allied Industries Employees Welfare Fund under EIN 43-1107932 and plan number 501. It reports 1,137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130327NAL0029720257003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Automotive Petroleum & Allied Industries Employees Welfare Fund
- EIN
- 43-1107932
- Plan number
- 501
- Location
- Earth City, MO
- Participants
- 1,137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,121,708
- Total liabilities (EOY)
- $2,170,871
- Net assets (EOY)
- $23,950,837
- Employer contributions
- $16,579,413
- Participant contributions
- $486,017
- Total income / additions
- $19,470,924
- Benefits paid
- $13,258,576
- Administrative expenses
- $1,122,185
- Total expenses
- $14,380,761
- Net increase / (decrease)
- $5,090,163
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Us Bank National Association | NONE | $483,695 | not reported in the loaded dataset |
| Zenith American Administrators | NONE | $254,028 | not reported in the loaded dataset |
| Burr Oak Consulting | NONE | $91,515 | not reported in the loaded dataset |
| Anders Minkler Huber Helm Llp | NONE | $62,702 | not reported in the loaded dataset |
| Spector Wolfe & Mclaughlin LLC | NONE | $29,100 | not reported in the loaded dataset |
| Nuveen Asset Management | NONE | $26,296 | not reported in the loaded dataset |
| Cardinal Investment Advisors | NONE | $25,000 | not reported in the loaded dataset |
| Argent Capital Management LLC | NONE | $21,686 | not reported in the loaded dataset |
| Us Bank National Association | NONE | $11,998 | $0 |
| Pinnacle Int'L Management LLC | NONE | $10,191 | not reported in the loaded dataset |
| Daniel Heumann | TRUSTEE | $9,600 | not reported in the loaded dataset |
| Donald Schaper | TRUSTEE | $9,600 | not reported in the loaded dataset |
| Milliman Usa | NONE | $8,500 | not reported in the loaded dataset |