2023 Form 5500 filing — Allied Aviation New York Services Pension 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 20250113141203NAL0010678787001) for Allied Aviation New York Services Pension Plan, reported by Allied New York Services, Inc. under EIN 11-3666918 and plan number 004. It reports 541 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113141203NAL0010678787001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allied New York Services, Inc.
- EIN
- 11-3666918
- Plan number
- 004
- Location
- New York, NY
- Participants
- 541
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,665,912
- Total liabilities (EOY)
- $132,633
- Net assets (EOY)
- $32,533,279
- Employer contributions
- $659,542
- Total income / additions
- $3,173,367
- Benefits paid
- $1,412,964
- Administrative expenses
- $344,946
- Total expenses
- $1,757,910
- Net increase / (decrease)
- $1,415,457
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Exeter Trust Company | TRUSTEE | $168,084 | not reported in the loaded dataset |
| Usi Consulting Group, Inc. | ACTUARY | $94,200 | not reported in the loaded dataset |
| Davis, Ward & Hochman, Llp | ACCOUNTANT | $29,440 | not reported in the loaded dataset |