Armed Forces Benefit Association Employee Pension Plan — Form 5500 plan (Armed Forces Benefit Association)
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, Armed Forces Benefit Association Employee Pension Plan is a benefit plan reported by Armed Forces Benefit Association under EIN 53-0209087 and plan number 001. The latest loaded filing year is 2023. The filing reports 362 participants and $67,565,468 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Armed Forces Benefit Association
- EIN
- 53-0209087
- Plan number
- 001
- Plan type
- 2
- Location
- Alexandria, VA
- Latest filing year
- 2023
- Participants
- 362
- End-of-year plan assets
- $67,565,468
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 362 | H, C | 20241011141319NAL0012578451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,565,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,565,468
- Net assets (BOY)
- $66,750,459
Income & contributions
- Employer contributions
- $3,000,455
- Participant contributions
- $0
- Total contributions
- $3,000,455
- Total income / additions
- $9,608,966
Expenses & distributions
- Benefits paid
- $8,610,125
- Administrative expenses
- $183,832
- Total expenses
- $8,793,957
- Net increase / (decrease)
- $815,009
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Manning & Napier | NONE | $157,833 | not reported in the loaded dataset | 2023 |