2023 Form 5500 filing — A.F.Of L. - A.G.C. Building Trades Welfare 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 20250501201007NAL0002645075004) for A.F.Of L. - A.G.C. Building Trades Welfare Plan, reported by A.F.Of L - A.G.C. Building Trades Welfare Plan under EIN 63-0327100 and plan number 501. It reports 1,270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501201007NAL0002645075004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- A.F.Of L - A.G.C. Building Trades Welfare Plan
- EIN
- 63-0327100
- Plan number
- 501
- Location
- Mobile, AL
- Participants
- 1,270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,946,563
- Total liabilities (EOY)
- $12,676,692
- Net assets (EOY)
- $22,269,871
- Employer contributions
- $17,388,613
- Participant contributions
- $261,624
- Total income / additions
- $19,658,112
- Benefits paid
- $17,223,850
- Administrative expenses
- $1,630,397
- Total expenses
- $18,854,247
- Net increase / (decrease)
- $803,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | INSURANCE PROVIDER | $1,101,216 | not reported in the loaded dataset |
| Wedge Capital Management | INVESTMENT MANAGER | $45,582 | not reported in the loaded dataset |
| Bha Consulting LLC | ACTUARIAL | $42,968 | not reported in the loaded dataset |
| Steven D Eisenberg Cpa, P.A. | AUDITOR | $39,281 | not reported in the loaded dataset |
| Matt Stringer | EMPLOYEE | $39,231 | not reported in the loaded dataset |
| Investment Performance Services | INVESTMENT ADVISORY | $29,474 | not reported in the loaded dataset |
| Annette Parker | EMPLOYEE | $25,083 | not reported in the loaded dataset |
| Kelsey Vrieze | EMPLOYEE | $20,132 | not reported in the loaded dataset |
| Loper Law LLC | ATTORNEY | $19,905 | not reported in the loaded dataset |
| Natalie Parker | EMPLOYEE | $18,966 | not reported in the loaded dataset |