Allied Pilots Association Retiree Health Benefit Plan — Form 5500 plan (Allied Pilots Association)
Plain-English plan 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, Allied Pilots Association Retiree Health Benefit Plan is a benefit plan reported by Allied Pilots Association under EIN 13-1982245 and plan number 512. The latest loaded filing year is 2023. The filing reports 30 participants and $4,970,982 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allied Pilots Association
- EIN
- 13-1982245
- Plan number
- 512
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 30
- End-of-year plan assets
- $4,970,982
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30 | I, C | 20240821152732NAL0002475587001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,970,982
- Total liabilities (EOY)
- $6,178
- Net assets (EOY)
- $4,964,804
- Net assets (BOY)
- $4,457,557
Income & contributions
- Participant contributions
- $25,005
- Total income / additions
- $635,193
Expenses & distributions
- Benefits paid
- $49,411
- Administrative expenses
- $78,535
- Total expenses
- $127,946
- Net increase / (decrease)
- $507,247
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE | $41,316 | not reported in the loaded dataset | 2023 |
| Web-Tpa | NONE | $18,282 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Co | TRUSTEE | $8,825 | not reported in the loaded dataset | 2023 |