2023 Form 5500 filing — Apartment Employees' Pension 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 20251023060951NAL0001361379001) for Apartment Employees' Pension Trust, reported by Apartment Employees' Pension Trust under EIN 94-6069859 and plan number 001. It reports 1,267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251023060951NAL0001361379001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Apartment Employees' Pension Trust
- EIN
- 94-6069859
- Plan number
- 001
- Location
- Covina, CA
- Participants
- 1,267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,140,138
- Total liabilities (EOY)
- $35,667
- Net assets (EOY)
- $30,104,471
- Employer contributions
- $2,197,080
- Total income / additions
- $4,378,336
- Benefits paid
- $2,609,735
- Administrative expenses
- $569,462
- Total expenses
- $3,179,197
- Net increase / (decrease)
- $1,199,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rael & Letson | NONE | $101,822 | not reported in the loaded dataset |
| Pacific Southwest Administrators | NONE | $85,124 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $50,000 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $48,674 | not reported in the loaded dataset |
| Weinberg Roger & Rosenfeld | NONE | $41,973 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $34,551 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $33,368 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $27,875 | not reported in the loaded dataset |
| Us Bank | NONE | $16,266 | not reported in the loaded dataset |
| Northwest Administrators | NONE | $14,564 | not reported in the loaded dataset |
| National Compliance Services | NONE | $10,356 | not reported in the loaded dataset |
| Rbc Global Asset Management | NONE | $9,003 | not reported in the loaded dataset |
| Boyd Watterson Asset Management LLC | NONE | $7,430 | not reported in the loaded dataset |