American Institute Of Certified Public Accountants Revised Staff Pension Plan — Form 5500 plan (American Institute Of Certified Public Accountants)
Plain-English plan 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, American Institute Of Certified Public Accountants Revised Staff Pension Plan is a benefit plan reported by American Institute Of Certified Public Accountants under EIN 13-0432265 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,113 participants and $104,764,472 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Institute Of Certified Public Accountants
- EIN
- 13-0432265
- Plan number
- 333
- Plan type
- 3
- Location
- Durham, NC
- Latest filing year
- 2023
- Participants
- 1,113
- End-of-year plan assets
- $104,764,472
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,113 | H, C | 20241125112008NAL0010343698001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $104,764,472
- Total liabilities (EOY)
- $104,764,472
- Net assets (EOY)
- $0
- Net assets (BOY)
- $102,534,087
Income & contributions
- Employer contributions
- $12,985,869
- Total contributions
- $12,985,869
- Total income / additions
- $9,929,361
Expenses & distributions
- Benefits paid
- $6,734,633
- Administrative expenses
- $105,728,815
- Total expenses
- $112,463,448
- Net increase / (decrease)
- -$102,534,087
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting Inc | CONTRACT ADMINISTRATOR | $451,101 | not reported in the loaded dataset | 2023 |
| Hewitt Associates | NONE | $296,001 | not reported in the loaded dataset | 2023 |
| Barrow, Hanley, Mewhinney Strauss | NONE | $213,257 | not reported in the loaded dataset | 2023 |
| Us Bank | TRUSTEE | $86,332 | not reported in the loaded dataset | 2023 |
| Cohn Reznick Llp | AUDITOR | $32,550 | not reported in the loaded dataset | 2023 |
| Kilpatrick Townsend & Stockton Llp | NONE | $20,209 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Institute Of Certified Public Accountants
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Durham, NC
- Aon Consulting Inc — Schedule C compensation
- Hewitt Associates — Schedule C compensation
- Barrow, Hanley, Mewhinney Strauss — Schedule C compensation
- Us Bank — Schedule C compensation
- Cohn Reznick Llp — Schedule C compensation
- Kilpatrick Townsend & Stockton Llp — Schedule C compensation