Plan5500

Aura Retiree Health Benefit Trust — Form 5500 plan (Aura Retiree Health Benefit 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, Aura Retiree Health Benefit Trust is a benefit plan reported by Aura Retiree Health Benefit Trust under EIN 52-6775182 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $46,000,548 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aura Retiree Health Benefit Trust
EIN
52-6775182
Plan number
001
Plan type
4
Location
Washington, DC
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$46,000,548

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20250711114708NAL0017067906001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,000,548
Total liabilities (EOY)
$0
Net assets (EOY)
$46,000,548
Net assets (BOY)
$37,103,907

Income & contributions

Total contributions
$0
Total income / additions
$9,104,535

Expenses & distributions

Benefits paid
$0
Administrative expenses
$207,894
Total expenses
$207,894
Net increase / (decrease)
$8,896,641

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pnc Bank National AssociationTRUSTEE$108,526$02023
Cohnreznick LlpACCOUNTANT$2,855not reported in the loaded dataset2023

Related Form 5500 pages