Capital Accumulation Plan — Form 5500 plan (Abx Air, 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, Capital Accumulation Plan is a benefit plan reported by Abx Air, Inc. under EIN 91-1091619 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,907 participants and $254,936,486 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Abx Air, Inc.
EIN
91-1091619
Plan number
002
Plan type
2
Location
Wilmington, OH
Latest filing year
2023
Participants
3,907
End-of-year plan assets
$254,936,486

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,907H, C20240927102432NAL0001882897001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$254,936,486
Total liabilities (EOY)
$0
Net assets (EOY)
$254,936,486
Net assets (BOY)
$210,691,275

Income & contributions

Employer contributions
$6,492,336
Participant contributions
$11,822,270
Total contributions
$19,177,384
Total income / additions
$66,701,969

Expenses & distributions

Benefits paid
$22,166,329
Administrative expenses
$263,346
Total expenses
$22,456,715
Net increase / (decrease)
$44,245,254

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$210,694$02023
Mercer Investments LLCCONSULTANT$39,019not reported in the loaded dataset2023
Moss Adams LlpCONSULTANT$13,632not reported in the loaded dataset2023

Related Form 5500 pages