Plan5500

Aaaa Group Insurance Trust — Form 5500 plan (Aaaa Group Insurance Trust)

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, Aaaa Group Insurance Trust is a benefit plan reported by Aaaa Group Insurance Trust under EIN 13-3685892 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,669 participants and $387,990 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aaaa Group Insurance Trust
EIN
13-3685892
Plan number
501
Plan type
4
Location
Charlotte, NC
Latest filing year
2023
Participants
2,669
End-of-year plan assets
$387,990

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,669H, C20241002094409NAL0014066880001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$387,990
Total liabilities (EOY)
$135,964
Net assets (EOY)
$252,026
Net assets (BOY)
$204,411

Income & contributions

Participant contributions
$1,683,126
Total contributions
$1,683,126
Total income / additions
$1,695,977

Expenses & distributions

Benefits paid
$1,336,984
Administrative expenses
$311,378
Total expenses
$1,648,362
Net increase / (decrease)
$47,615

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aaaa Benefits, IncSISTER COMPANY$253,598not reported in the loaded dataset2023
Grant Thornton, LlpAUDITOR$25,162not reported in the loaded dataset2023

Related Form 5500 pages