2023 Form 5500 filing — American Petroleum Institute Retirement Income 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 20241008102358NAL0009542627001) for American Petroleum Institute Retirement Income Plan, reported by American Petroleum Institute under EIN 13-0433430 and plan number 001. It reports 632 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008102358NAL0009542627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Petroleum Institute
- EIN
- 13-0433430
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 632
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,590,269
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,590,269
- Employer contributions
- $6,000,000
- Total income / additions
- $15,355,980
- Benefits paid
- $4,969,117
- Administrative expenses
- $679,729
- Total expenses
- $5,648,846
- Net increase / (decrease)
- $9,707,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $157,833 | not reported in the loaded dataset |
| Commonwealth Financial Network | NONE | $27,500 | not reported in the loaded dataset |
| Global Retirement Partners | NONE | $27,500 | not reported in the loaded dataset |
| Prudential | NONE | $15,000 | not reported in the loaded dataset |