American Public Health Association Defined Contribution Retirement Plan — Form 5500 plan (American Public Health Association)
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 Public Health Association Defined Contribution Retirement Plan is a benefit plan reported by American Public Health Association under EIN 13-1628688 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $18,788,523 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Public Health Association
- EIN
- 13-1628688
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $18,788,523
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20240916120510NAL0002723712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,788,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,788,523
- Net assets (BOY)
- $17,407,311
Income & contributions
- Employer contributions
- $301,262
- Participant contributions
- $457,268
- Total contributions
- $841,563
- Total income / additions
- $3,451,807
Expenses & distributions
- Benefits paid
- $2,032,462
- Administrative expenses
- $38,133
- Total expenses
- $2,070,595
- Net increase / (decrease)
- $1,381,212
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prm Consulting | not reported in the loaded dataset | $21,413 | not reported in the loaded dataset | 2023 |
| Tiaa | not reported in the loaded dataset | $16,946 | $0 | 2023 |