2023 Form 5500 filing — Group Insurance Plan Under The Aicpa Group Insurance Trust
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 20241011110244NAL0036731344001) for Group Insurance Plan Under The Aicpa Group Insurance Trust, reported by American Institute Of Certified Public Accountants Group Insurance Tru under EIN 45-6549619 and plan number 501. It reports 40,881 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110244NAL0036731344001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- American Institute Of Certified Public Accountants Group Insurance Tru
- EIN
- 45-6549619
- Plan number
- 501
- Location
- Durham, NC
- Participants
- 40,881
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,785,021
- Total liabilities (EOY)
- $7,785,021
- Net assets (EOY)
- $0
- Employer contributions
- $21,290,031
- Total income / additions
- $25,385,563
- Benefits paid
- $19,098,779
- Administrative expenses
- $6,286,784
- Total expenses
- $25,385,563
- Net increase / (decrease)
- $0
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Affinity Insurance Service | NONE | $1,400,084 | not reported in the loaded dataset |
| Cohnreznick Llp | AUDITORS | $110,217 | not reported in the loaded dataset |
| Paymentech LLC | NONE | $86,382 | not reported in the loaded dataset |
| Bny Mellon | CUSTODIAN | $84,204 | not reported in the loaded dataset |
| Lee Launer | CONSULTANT | $18,000 | not reported in the loaded dataset |