Aedc Contractors Employee Pension Plan — Form 5500 plan (Beyond New Horizons)
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, Aedc Contractors Employee Pension Plan is a benefit plan reported by Beyond New Horizons under EIN 92-3715267 and plan number 001. The latest loaded filing year is 2023. The filing reports 646 participants and $175,147,265 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beyond New Horizons
- EIN
- 92-3715267
- Plan number
- 001
- Plan type
- 3
- Location
- Arnold Afb, TN
- Latest filing year
- 2023
- Participants
- 646
- End-of-year plan assets
- $175,147,265
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 646 | H, C | 20250701140053NAL0012758785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $175,147,265
- Total liabilities (EOY)
- $171,024
- Net assets (EOY)
- $174,976,241
- Net assets (BOY)
- $167,466,410
Income & contributions
- Participant contributions
- $1,283,094
- Total contributions
- $1,283,094
- Total income / additions
- $34,508,029
Expenses & distributions
- Benefits paid
- $26,211,855
- Administrative expenses
- $786,343
- Total expenses
- $26,998,198
- Net increase / (decrease)
- $7,509,831
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bank Of America | NONE | $215,222 | $0 | 2023 |
| Willis Towers Watson Us LLC | NONE | $168,500 | not reported in the loaded dataset | 2023 |
| Smith, Gambrell, & Russell Llp | NONE | $166,741 | not reported in the loaded dataset | 2023 |
| Mcconnell & Jones Llp | NONE | $59,950 | not reported in the loaded dataset | 2023 |
| Granite Investment Partners, LLC | NONE | $16,205 | not reported in the loaded dataset | 2023 |
| Schroder Investment Management Nort | NONE | $15,709 | not reported in the loaded dataset | 2023 |
| Allspring | NONE | $15,609 | not reported in the loaded dataset | 2023 |
| Robert W. Baird & Co. Incorporated | NONE | $12,074 | not reported in the loaded dataset | 2023 |
| Mfs Investment Management | NONE | $10,951 | not reported in the loaded dataset | 2023 |
| Columbia Mgt Invst Advisors LLC | NONE | $10,948 | not reported in the loaded dataset | 2023 |
| Tcw | NONE | $10,813 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $10,800 | not reported in the loaded dataset | 2023 |
| Principal Funds | NONE | $10,180 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beyond New Horizons
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Arnold Afb, TN
- Bank Of America — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Smith, Gambrell, & Russell Llp — Schedule C compensation
- Mcconnell & Jones Llp — Schedule C compensation
- Granite Investment Partners, LLC — Schedule C compensation
- Schroder Investment Management Nort — Schedule C compensation
- Allspring — Schedule C compensation
- Robert W. Baird & Co. Incorporated — Schedule C compensation
- Mfs Investment Management — Schedule C compensation
- Columbia Mgt Invst Advisors LLC — Schedule C compensation
- Tcw — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Principal Funds — Schedule C compensation