Plan5500

The Health And Welfare Benefits Plan For The Retirees Of The Capital Group Companies — Form 5500 plan (The Capital Group Companies, 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, The Health And Welfare Benefits Plan For The Retirees Of The Capital Group Companies is a benefit plan reported by The Capital Group Companies, Inc. under EIN 86-0206507 and plan number 511. The latest loaded filing year is 2023. The filing reports 277 participants and $947,065 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Capital Group Companies, Inc.
EIN
86-0206507
Plan number
511
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
277
End-of-year plan assets
$947,065

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023277H, C20241014125305NAL0013307363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$947,065
Total liabilities (EOY)
$927,717
Net assets (EOY)
$19,348
Net assets (BOY)
$76,521

Income & contributions

Employer contributions
$127,953
Participant contributions
$146,498
Total contributions
$274,451
Total income / additions
$274,451

Expenses & distributions

Benefits paid
$451,420
Administrative expenses
-$119,796
Total expenses
$331,624
Net increase / (decrease)
-$57,173

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Anthem Blue CrossCONTRACT ADMINISTRATOR$232,021not reported in the loaded dataset2023
CignaCONTRACT ADMIN$31,898not reported in the loaded dataset2023
Aetna Life Insurance CompanyCONTRACT ADMINISTRATOR$23,653not reported in the loaded dataset2023

Related Form 5500 pages