Afl-Cio Appalachian Council Collectively Bargained 401(K) Plan — Form 5500 plan (Afl-Cio Appalachian Council)
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, Afl-Cio Appalachian Council Collectively Bargained 401(K) Plan is a benefit plan reported by Afl-Cio Appalachian Council under EIN 55-0487053 and plan number 002. The latest loaded filing year is 2023. The filing reports 0 participants and $9,655,355 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Afl-Cio Appalachian Council
- EIN
- 55-0487053
- Plan number
- 002
- Plan type
- 1
- Location
- Charleston, WV
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $9,655,355
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | H, C | 20240814083600NAL0011538705001 |
| 2023 | 337 | H, C | 20250815152114NAL0030395810001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,644,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,644,336
- Net assets (BOY)
- $9,655,355
Income & contributions
- Employer contributions
- $651,123
- Participant contributions
- $161,426
- Total contributions
- $812,549
- Total income / additions
- $3,298,399
Expenses & distributions
- Benefits paid
- $2,166,540
- Administrative expenses
- $142,878
- Total expenses
- $2,309,418
- Net increase / (decrease)
- $988,981
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriserv Trust Financial Services | TRUSTEE | $24,043 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $10,689 | $0 | 2023 |
| Morgan Stanley Global | INVESTMENT ADVISORY | $8,123 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | N/A | $0 | not reported in the loaded dataset | 2023 |
| Unity Insurance Group | N/A | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Afl-Cio Appalachian Council
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Charleston, WV
- Ameriserv Trust Financial Services — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morgan Stanley Global — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Unity Insurance Group — Schedule C compensation