Automotive, Petroleum & Allied Industries Employee Welfare Fund — Form 5500 plan (Automotive Petroleum & Allied Industries Employees Welfare Fund)
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, Automotive, Petroleum & Allied Industries Employee Welfare Fund is a benefit plan reported by Automotive Petroleum & Allied Industries Employees Welfare Fund under EIN 43-1107932 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,137 participants and $26,121,708 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Automotive Petroleum & Allied Industries Employees Welfare Fund
- EIN
- 43-1107932
- Plan number
- 501
- Plan type
- 1
- Location
- Earth City, MO
- Latest filing year
- 2023
- Participants
- 1,137
- End-of-year plan assets
- $26,121,708
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,137 | H, C | 20241015130327NAL0029720257003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,121,708
- Total liabilities (EOY)
- $2,170,871
- Net assets (EOY)
- $23,950,837
- Net assets (BOY)
- $18,860,674
Income & contributions
- Employer contributions
- $16,579,413
- Participant contributions
- $486,017
- Total contributions
- $17,065,430
- Total income / additions
- $19,470,924
Expenses & distributions
- Benefits paid
- $13,258,576
- Administrative expenses
- $1,122,185
- Total expenses
- $14,380,761
- Net increase / (decrease)
- $5,090,163
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Us Bank National Association | NONE | $483,695 | not reported in the loaded dataset | 2023 |
| Zenith American Administrators | NONE | $254,028 | not reported in the loaded dataset | 2023 |
| Burr Oak Consulting | NONE | $91,515 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber Helm Llp | NONE | $62,702 | not reported in the loaded dataset | 2023 |
| Spector Wolfe & Mclaughlin LLC | NONE | $29,100 | not reported in the loaded dataset | 2023 |
| Nuveen Asset Management | NONE | $26,296 | not reported in the loaded dataset | 2023 |
| Cardinal Investment Advisors | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Argent Capital Management LLC | NONE | $21,686 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | NONE | $11,998 | $0 | 2023 |
| Pinnacle Int'L Management LLC | NONE | $10,191 | not reported in the loaded dataset | 2023 |
| Daniel Heumann | TRUSTEE | $9,600 | not reported in the loaded dataset | 2023 |
| Donald Schaper | TRUSTEE | $9,600 | not reported in the loaded dataset | 2023 |
| Milliman Usa | NONE | $8,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Automotive Petroleum & Allied Industries Employees Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Earth City, MO
- Us Bank National Association — Schedule C compensation
- Zenith American Administrators — Schedule C compensation
- Burr Oak Consulting — Schedule C compensation
- Anders Minkler Huber Helm Llp — Schedule C compensation
- Spector Wolfe & Mclaughlin LLC — Schedule C compensation
- Nuveen Asset Management — Schedule C compensation
- Cardinal Investment Advisors — Schedule C compensation
- Argent Capital Management LLC — Schedule C compensation
- Pinnacle Int'L Management LLC — Schedule C compensation
- Daniel Heumann — Schedule C compensation
- Donald Schaper — Schedule C compensation
- Milliman Usa — Schedule C compensation