2023 Form 5500 filing — Affinia Healthcare 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 20250415114056NAL0001404115001) for Affinia Healthcare Pension Plan, reported by Affinia Healthcare under EIN 43-0817642 and plan number 001. It reports 356 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)$15.2MReported net assets$15,194,204
Participants356
Provider compensation$70.2K3 Schedule C row(s)$70,202
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250415114056NAL0001404115001
Plan sponsor
Affinia Healthcare
EIN
43-0817642
Plan number
001
Location
St. Louis, MO
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)$15.2M total assets
Net assets$15.2MLiabilities
Money in vs. money out
Total income / additions$1.5M
Total expenses$1.1M
Benefits paid / distributions$981.7K
Contributions
Employer$16K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$15,194,204
Net assets (EOY)
$15,194,204
Employer contributions
$16,000
Total income / additions
$1,508,387
Benefits paid
$981,660
Administrative expenses
$70,202
Total expenses
$1,051,862
Net increase / (decrease)
$456,525

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyNONE$46,047$0
Mutual Of America Life Insurance CoNONE$24,155$0
Willshire Advisors LLCNONE$0$0

Related Form 5500 pages