2023 Form 5500 filing — Affinia Healthcare 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 20250415114056NAL0001404115001) for Affinia Healthcare Pension Plan, reported by Affinia Healthcare under EIN 43-0817642 and plan number 001. It reports 356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415114056NAL0001404115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Affinia Healthcare
- EIN
- 43-0817642
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 356
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,194,204
- Net assets (EOY)
- $15,194,204
- Employer contributions
- $16,000
- Total income / additions
- $1,508,387
- Benefits paid
- $981,660
- Administrative expenses
- $70,202
- Total expenses
- $1,051,862
- Net increase / (decrease)
- $456,525
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | NONE | $46,047 | $0 |
| Mutual Of America Life Insurance Co | NONE | $24,155 | $0 |
| Willshire Advisors LLC | NONE | $0 | $0 |