2023 Form 5500 filing — The Associated Press Consolidated Retirement 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 20241001163111NAL0003457331001) for The Associated Press Consolidated Retirement Plan, reported by Associated Press under EIN 13-0452880 and plan number 003. It reports 4,241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001163111NAL0003457331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Associated Press
- EIN
- 13-0452880
- Plan number
- 003
- Location
- New York, NY
- Participants
- 4,241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $465,395,010
- Total liabilities (EOY)
- $262,544
- Net assets (EOY)
- $465,132,466
- Total income / additions
- $42,126,644
- Benefits paid
- $28,883,454
- Administrative expenses
- $4,141,588
- Total expenses
- $33,025,042
- Net increase / (decrease)
- $9,101,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments LLC | FIDUCIARY | $716,432 | $0 |
| Mercer (Us) Inc. | NONE | $117,686 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $77,187 | $0 |
| Ernst & Young Llp | NONE | $33,548 | not reported in the loaded dataset |
| Wallach & Associates Inc | NONE | $8,000 | not reported in the loaded dataset |