2023 Form 5500 filing — Ret. Plan For Emps. Of American President Lines, LLC. Represented By The Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (Afl/Cio)
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 20241015150410NAL0014915827001) for Ret. Plan For Emps. Of American President Lines, LLC. Represented By The Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (Afl/Cio), reported by American President Lines, LLC under EIN 94-0434900 and plan number 004. It reports 494 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)$23.4MReported net assets$23,445,300
Participants494
Provider compensation$77.9K3 Schedule C row(s)$77,940
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015150410NAL0014915827001
- Plan sponsor
- American President Lines, LLC
- EIN
- 94-0434900
- Plan number
- 004
- Location
- Norfolk, VA
- 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)$23.5M total assets
Net assets$23.4MLiabilities$73.7K
Full reported line items
- Total assets (EOY)
- $23,519,048
- Total liabilities (EOY)
- $73,748
- Net assets (EOY)
- $23,445,300
- Employer contributions
- $2,000,000
- Total income / additions
- $4,695,859
- Benefits paid
- $1,905,542
- Administrative expenses
- $77,940
- Total expenses
- $1,983,482
- Net increase / (decrease)
- $2,712,377
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | FIDUCIARY | $44,220 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | NONE | $28,466 | not reported in the loaded dataset |
| Us Bank | TRUSTEE | $5,254 | not reported in the loaded dataset |