2023 Form 5500 filing — Allied Pilots Association Voluntary Supplemental Medical And Custodial Care Benefit 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 20240821152818NAL0004042993001) for Allied Pilots Association Voluntary Supplemental Medical And Custodial Care Benefit Plan, reported by Allied Pilots Association under EIN 13-1982245 and plan number 503. It reports 8,531 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821152818NAL0004042993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allied Pilots Association
- EIN
- 13-1982245
- Plan number
- 503
- Location
- Fort Worth, TX
- Participants
- 8,531
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $96,381,211
- Total liabilities (EOY)
- $3,682,438
- Net assets (EOY)
- $92,698,773
- Participant contributions
- $12,659,344
- Total income / additions
- $24,609,973
- Benefits paid
- $14,825,902
- Administrative expenses
- $1,425,949
- Total expenses
- $16,251,851
- Net increase / (decrease)
- $8,358,122
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Web-Tpa | NONE | $689,452 | not reported in the loaded dataset |
| The Segal Company | ACTUARY | $304,139 | not reported in the loaded dataset |
| Wellington Trust Co | NONE | $78,005 | not reported in the loaded dataset |
| Benefit Elect | NONE | $77,194 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $53,917 | not reported in the loaded dataset |
| Benecard Rx | NONE | $49,145 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $41,146 | not reported in the loaded dataset |
| State Street Bank | TRUSTEE | $35,835 | not reported in the loaded dataset |
| Bhms | NONE | $30,256 | not reported in the loaded dataset |
| Diversified Benefit Services | NONE | $29,254 | not reported in the loaded dataset |
| Bdo Usa, P.C. | NONE | $26,816 | not reported in the loaded dataset |
| Wex Health | NONE | $19,240 | not reported in the loaded dataset |
| Hartnett Reyes-Jones | NONE | $14,439 | not reported in the loaded dataset |
| Finishing And Mailing Center | NONE | $11,020 | not reported in the loaded dataset |