2023 Form 5500 filing — American Bankers Association Retiree Medical Life Insurance 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 20241010141727NAL0011585507001) for American Bankers Association Retiree Medical Life Insurance Plan, reported by American Bankers Association under EIN 52-1001304 and plan number 505. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010141727NAL0011585507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Bankers Association
- EIN
- 52-1001304
- Plan number
- 505
- Location
- Washington, DC
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,181,371
- Total liabilities (EOY)
- $106,903
- Net assets (EOY)
- $16,074,468
- Participant contributions
- $200,011
- Total income / additions
- $2,415,088
- Benefits paid
- $1,574,801
- Administrative expenses
- $122,162
- Total expenses
- $1,696,963
- Net increase / (decrease)
- $718,125
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsenallen Llp | NONE | $52,027 | not reported in the loaded dataset |
| Aon Consulting | NONE | $27,645 | not reported in the loaded dataset |
| Umr, Inc. | NONE | $17,603 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $14,239 | not reported in the loaded dataset |
| Atlanta Capital | NONE | $7,747 | not reported in the loaded dataset |