American Petroleum Institute Retirement Income Plan — Form 5500 plan (American Petroleum Institute)
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 Petroleum Institute Retirement Income Plan is a benefit plan reported by American Petroleum Institute under EIN 13-0433430 and plan number 001. The latest loaded filing year is 2023. The filing reports 632 participants and $82,590,269 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Petroleum Institute
- EIN
- 13-0433430
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 632
- End-of-year plan assets
- $82,590,269
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 632 | H, C | 20241008102358NAL0009542627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,590,269
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,590,269
- Net assets (BOY)
- $72,883,135
Income & contributions
- Employer contributions
- $6,000,000
- Total contributions
- $6,000,000
- Total income / additions
- $15,355,980
Expenses & distributions
- Benefits paid
- $4,969,117
- Administrative expenses
- $679,729
- Total expenses
- $5,648,846
- Net increase / (decrease)
- $9,707,134
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $157,833 | not reported in the loaded dataset | 2023 |
| Commonwealth Financial Network | NONE | $27,500 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners | NONE | $27,500 | not reported in the loaded dataset | 2023 |
| Prudential | NONE | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Petroleum Institute
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Empower Annuity Insurance Company — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Prudential — Schedule C compensation