Plan5500

2023 Form 5500 filing — Health Insurance Of The American Postal Workers, Afl-Cio Health Plan Health And Welfare Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731131938NAL0014346691001) for Health Insurance Of The American Postal Workers, Afl-Cio Health Plan Health And Welfare Plan, reported by American Postal Workers Union Afl-Cio Health Plan under EIN 52-0940594 and plan number 504. It reports 352 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240731131938NAL0014346691001
Filing year
2023
Form type
2
Plan sponsor
American Postal Workers Union Afl-Cio Health Plan
EIN
52-0940594
Plan number
504
Location
Elkridge, MD
Participants
352
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$100,033,620
Total liabilities (EOY)
$0
Net assets (EOY)
$100,033,620
Employer contributions
$11,960,742
Participant contributions
$380,739
Total income / additions
$20,995,785
Benefits paid
$7,874,417
Administrative expenses
$211,521
Total expenses
$8,085,938
Net increase / (decrease)
$12,909,847
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Segal Marco AdvisorsNONE$102,813not reported in the loaded dataset
Willis Towers Watson Us, LLCNONE$58,900not reported in the loaded dataset
Withumsmith+Brown, PcNONE$32,240not reported in the loaded dataset
Merganser Capital Management LLCNONE$23,781not reported in the loaded dataset
Pnc Bank, N.A.NONE$17,568not reported in the loaded dataset

Related Form 5500 pages