2023 Form 5500 filing — Afl-Cio Appalachian Council Collectively Bargained 401(K) 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 20240814083600NAL0011538705001) for Afl-Cio Appalachian Council Collectively Bargained 401(K) Plan, reported by Afl-Cio Appalachian Council under EIN 55-0487053 and plan number 002. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814083600NAL0011538705001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Afl-Cio Appalachian Council
- EIN
- 55-0487053
- Plan number
- 002
- Location
- Charleston, WV
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,644,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,644,336
- Employer contributions
- $651,123
- Participant contributions
- $161,426
- Total income / additions
- $3,298,399
- Benefits paid
- $2,166,540
- Administrative expenses
- $142,878
- Total expenses
- $2,309,418
- Net increase / (decrease)
- $988,981
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriserv Trust Financial Services | TRUSTEE | $24,043 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $10,689 | $0 |
| Morgan Stanley Global | INVESTMENT ADVISORY | $8,123 | not reported in the loaded dataset |
| Forvis Mazars, Llp | N/A | $0 | not reported in the loaded dataset |
| Unity Insurance Group | N/A | $0 | not reported in the loaded dataset |