2023 Form 5500 filing — Apwu - Hp Bargaining Unit Defined Contribution 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 20241015165851NAL0049025328001) for Apwu - Hp Bargaining Unit Defined Contribution Plan, reported by Apwu - Health Plan under EIN 52-0940594 and plan number 004. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165851NAL0049025328001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apwu - Health Plan
- EIN
- 52-0940594
- Plan number
- 004
- Location
- Elkridge, MD
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,371,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,371,336
- Participant contributions
- $779,318
- Total income / additions
- $2,211,695
- Benefits paid
- $173,961
- Administrative expenses
- $11,100
- Total expenses
- $185,061
- Net increase / (decrease)
- $2,026,634
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus | RECORDKEEPER | $21,269 | not reported in the loaded dataset |
| Newport Retirement Services, Inc. | RECORDKEEPER | $11,121 | not reported in the loaded dataset |