2023 Form 5500 filing — American Institute Of Certified Public Accountants Revised Staff Pension 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 20241125112008NAL0010343698001) for American Institute Of Certified Public Accountants Revised Staff Pension Plan, reported by American Institute Of Certified Public Accountants under EIN 13-0432265 and plan number 333. It reports 1,113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241125112008NAL0010343698001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- American Institute Of Certified Public Accountants
- EIN
- 13-0432265
- Plan number
- 333
- Location
- Durham, NC
- Participants
- 1,113
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,764,472
- Total liabilities (EOY)
- $104,764,472
- Net assets (EOY)
- $0
- Employer contributions
- $12,985,869
- Total income / additions
- $9,929,361
- Benefits paid
- $6,734,633
- Administrative expenses
- $105,728,815
- Total expenses
- $112,463,448
- Net increase / (decrease)
- -$102,534,087
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting Inc | CONTRACT ADMINISTRATOR | $451,101 | not reported in the loaded dataset |
| Hewitt Associates | NONE | $296,001 | not reported in the loaded dataset |
| Barrow, Hanley, Mewhinney Strauss | NONE | $213,257 | not reported in the loaded dataset |
| Us Bank | TRUSTEE | $86,332 | not reported in the loaded dataset |
| Cohn Reznick Llp | AUDITOR | $32,550 | not reported in the loaded dataset |
| Kilpatrick Townsend & Stockton Llp | NONE | $20,209 | not reported in the loaded dataset |