2023 Form 5500 filing — Aedc Contractors Employee 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 20250701140053NAL0012758785001) for Aedc Contractors Employee Pension Plan, reported by Beyond New Horizons under EIN 92-3715267 and plan number 001. It reports 646 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250701140053NAL0012758785001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Beyond New Horizons
- EIN
- 92-3715267
- Plan number
- 001
- Location
- Arnold Afb, TN
- Participants
- 646
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $175,147,265
- Total liabilities (EOY)
- $171,024
- Net assets (EOY)
- $174,976,241
- Participant contributions
- $1,283,094
- Total income / additions
- $34,508,029
- Benefits paid
- $26,211,855
- Administrative expenses
- $786,343
- Total expenses
- $26,998,198
- Net increase / (decrease)
- $7,509,831
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America | NONE | $215,222 | $0 |
| Willis Towers Watson Us LLC | NONE | $168,500 | not reported in the loaded dataset |
| Smith, Gambrell, & Russell Llp | NONE | $166,741 | not reported in the loaded dataset |
| Mcconnell & Jones Llp | NONE | $59,950 | not reported in the loaded dataset |
| Granite Investment Partners, LLC | NONE | $16,205 | not reported in the loaded dataset |
| Schroder Investment Management Nort | NONE | $15,709 | not reported in the loaded dataset |
| Allspring | NONE | $15,609 | not reported in the loaded dataset |
| Robert W. Baird & Co. Incorporated | NONE | $12,074 | not reported in the loaded dataset |
| Mfs Investment Management | NONE | $10,951 | not reported in the loaded dataset |
| Columbia Mgt Invst Advisors LLC | NONE | $10,948 | not reported in the loaded dataset |
| Tcw | NONE | $10,813 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $10,800 | not reported in the loaded dataset |
| Principal Funds | NONE | $10,180 | not reported in the loaded dataset |