Abx Air, Inc. Pilots Investment 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, Abx Air, Inc. Pilots Investment Plan is a benefit plan reported by Abx Air, Inc. under EIN 91-1091619 and plan number 005. The latest loaded filing year is 2023. The filing reports 481 participants and $219,131,555 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
005
Plan type
2
Location
Wilmington, OH
Latest filing year
2023
Participants
481
End-of-year plan assets
$219,131,555

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023481H, C20240927101143NAL0004210530001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$219,131,555
Total liabilities (EOY)
$0
Net assets (EOY)
$219,131,555
Net assets (BOY)
$204,514,598

Income & contributions

Employer contributions
$3,698,097
Participant contributions
$4,702,935
Total contributions
$8,788,745
Total income / additions
$47,409,241

Expenses & distributions

Benefits paid
$32,612,856
Administrative expenses
$79,691
Total expenses
$32,792,327
Net increase / (decrease)
$14,616,914

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$45,509not reported in the loaded dataset2023
Mercer Investments LLCCONSULTANT$45,410not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$6,793$02023

Related Form 5500 pages