2023 Form 5500 filing — Aura Retiree Health Benefit 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 20250711114708NAL0017067906001) for Aura Retiree Health Benefit Trust, reported by Aura Retiree Health Benefit Trust under EIN 52-6775182 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711114708NAL0017067906001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Aura Retiree Health Benefit Trust
- EIN
- 52-6775182
- Plan number
- 001
- Location
- Washington, DC
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,000,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,000,548
- Total income / additions
- $9,104,535
- Benefits paid
- $0
- Administrative expenses
- $207,894
- Total expenses
- $207,894
- Net increase / (decrease)
- $8,896,641
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pnc Bank National Association | TRUSTEE | $108,526 | $0 |
| Cohnreznick Llp | ACCOUNTANT | $2,855 | not reported in the loaded dataset |