Long-Term Disability Plan For Salaried Employees — Form 5500 plan (Altria Client Services LLC)
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, Long-Term Disability Plan For Salaried Employees is a benefit plan reported by Altria Client Services LLC under EIN 47-2929146 and plan number 509. The latest loaded filing year is 2023. The filing reports 4,245 participants and $29,066,091 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Altria Client Services LLC
- EIN
- 47-2929146
- Plan number
- 509
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 4,245
- End-of-year plan assets
- $29,066,091
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,245 | H, C | 20241003145335NAL0017262400001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,066,091
- Total liabilities (EOY)
- $2,695,212
- Net assets (EOY)
- $26,370,879
- Net assets (BOY)
- $27,676,631
Income & contributions
- Total contributions
- $0
- Total income / additions
- $3,681,846
Expenses & distributions
- Benefits paid
- $3,229,548
- Administrative expenses
- $1,758,050
- Total expenses
- $4,987,598
- Net increase / (decrease)
- -$1,305,752
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Scharf Investments LLC | INVESTMENT MANAGER | $131,190 | not reported in the loaded dataset | 2023 |
| The Hartford | CONTRACT ADMINISTRATOR | $100,777 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | AUDITOR | $80,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investmt Instit Op Co Inc | RECORDKEEPER | $63,945 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | ACTUARY | $20,750 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank Na | TRUSTEE | $11,528 | $0 | 2023 |
| Andersen Tax LLC | ACCOUNTING | $8,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Altria Client Services LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Scharf Investments LLC — Schedule C compensation
- The Hartford — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- Fidelity Investmt Instit Op Co Inc — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Jpmorgan Chase Bank Na — Schedule C compensation
- Andersen Tax LLC — Schedule C compensation