Health Insurance Of The American Postal Workers, Afl-Cio Health Plan Health And Welfare Plan — Form 5500 plan (American Postal Workers Union Afl-Cio Health Plan)
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, Health Insurance Of The American Postal Workers, Afl-Cio Health Plan Health And Welfare Plan is a benefit plan reported by American Postal Workers Union Afl-Cio Health Plan under EIN 52-0940594 and plan number 504. The latest loaded filing year is 2023. The filing reports 352 participants and $100,033,620 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Postal Workers Union Afl-Cio Health Plan
- EIN
- 52-0940594
- Plan number
- 504
- Plan type
- 2
- Location
- Elkridge, MD
- Latest filing year
- 2023
- Participants
- 352
- End-of-year plan assets
- $100,033,620
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 352 | H, C | 20240731131938NAL0014346691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,033,620
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,033,620
- Net assets (BOY)
- $87,123,773
Income & contributions
- Employer contributions
- $11,960,742
- Participant contributions
- $380,739
- Total contributions
- $12,487,317
- Total income / additions
- $20,995,785
Expenses & distributions
- Benefits paid
- $7,874,417
- Administrative expenses
- $211,521
- Total expenses
- $8,085,938
- Net increase / (decrease)
- $12,909,847
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Marco Advisors | NONE | $102,813 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us, LLC | NONE | $58,900 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $32,240 | not reported in the loaded dataset | 2023 |
| Merganser Capital Management LLC | NONE | $23,781 | not reported in the loaded dataset | 2023 |
| Pnc Bank, N.A. | NONE | $17,568 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Postal Workers Union Afl-Cio Health Plan
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Elkridge, MD
- Segal Marco Advisors — Schedule C compensation
- Willis Towers Watson Us, LLC — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Merganser Capital Management LLC — Schedule C compensation
- Pnc Bank, N.A. — Schedule C compensation