Air Transport Association Of America Retirement Income Plan — Form 5500 plan (Air Transport Association Of America, Inc.)

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, Air Transport Association Of America Retirement Income Plan is a benefit plan reported by Air Transport Association Of America, Inc. under EIN 52-2113962 and plan number 333. The latest loaded filing year is 2023. The filing reports 717 participants and $116,656,102 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Air Transport Association Of America, Inc.
EIN
52-2113962
Plan number
333
Plan type
3
Location
Washington, DC
Latest filing year
2023
Participants
717
End-of-year plan assets
$116,656,102

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023717H, C20241015072834NAL0028929745001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$116,656,102
Total liabilities (EOY)
$0
Net assets (EOY)
$116,656,102
Net assets (BOY)
$115,260,465

Income & contributions

Employer contributions
$2,251,900
Total contributions
$2,251,900
Total income / additions
$11,681,020

Expenses & distributions

Benefits paid
$10,072,865
Administrative expenses
$212,518
Total expenses
$10,285,383
Net increase / (decrease)
$1,395,637

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$68,358not reported in the loaded dataset2023
Empower Capital Management, LLCNONE$55,328not reported in the loaded dataset2023
Aprio LlpNONE$20,000not reported in the loaded dataset2023

Related Form 5500 pages