2023 Form 5500 filing — The Agma 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 20250314140126NAL0013757699001) for The Agma Retirement Plan, reported by Board Of Trustees Agma Retirement Plan under EIN 13-3826401 and plan number 001. It reports 8,173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314140126NAL0013757699001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Agma Retirement Plan
- EIN
- 13-3826401
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 8,173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $105,327,408
- Total liabilities (EOY)
- $112,318
- Net assets (EOY)
- $105,215,090
- Employer contributions
- $5,122,222
- Total income / additions
- $21,390,594
- Benefits paid
- $3,345,655
- Administrative expenses
- $1,048,404
- Total expenses
- $4,394,059
- Net increase / (decrease)
- $16,996,535
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $379,235 | not reported in the loaded dataset |
| Schultheis & Panettieri Llp | NONE | $62,707 | not reported in the loaded dataset |
| Spivak Lipton, Llp | NONE | $53,419 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors | NONE | $25,000 | not reported in the loaded dataset |
| Bridgeway Technologies | NONE | $22,379 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $22,000 | not reported in the loaded dataset |
| Locktight Solutions | NONE | $6,465 | not reported in the loaded dataset |