Allied Pilots Association Pilot Occupational Disability Plan — Form 5500 plan (Allied Pilots 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, Allied Pilots Association Pilot Occupational Disability Plan is a benefit plan reported by Allied Pilots Association under EIN 13-1982245 and plan number 504. The latest loaded filing year is 2023. The filing reports 6,160 participants and $63,069,796 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allied Pilots Association
- EIN
- 13-1982245
- Plan number
- 504
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 6,160
- End-of-year plan assets
- $63,069,796
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,160 | H, C | 20240821152659NAL0004101953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,069,796
- Total liabilities (EOY)
- $18,332,761
- Net assets (EOY)
- $44,737,035
- Net assets (BOY)
- $42,738,947
Income & contributions
- Participant contributions
- $7,066,190
- Total contributions
- $7,066,190
- Total income / additions
- $15,129,433
Expenses & distributions
- Benefits paid
- $12,246,777
- Administrative expenses
- $884,568
- Total expenses
- $13,131,345
- Net increase / (decrease)
- $1,998,088
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ngs | NONE | $333,922 | not reported in the loaded dataset | 2023 |
| Guardian | NONE | $235,409 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $98,042 | not reported in the loaded dataset | 2023 |
| Benefit Elect | NONE | $56,544 | not reported in the loaded dataset | 2023 |
| Wellington Trust Co | NONE | $52,212 | not reported in the loaded dataset | 2023 |
| Towers Watson | NONE | $27,623 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Co | TRUSTEE | $27,391 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | NONE | $26,816 | not reported in the loaded dataset | 2023 |
| Bhms | NONE | $16,181 | not reported in the loaded dataset | 2023 |
| Wex Benefit | NONE | $14,587 | not reported in the loaded dataset | 2023 |
| Hartnett Reyes-Jones | NONE | $8,916 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allied Pilots Association
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Fort Worth, TX
- Ngs — Schedule C compensation
- Guardian — Schedule C compensation
- The Segal Company — Schedule C compensation
- Benefit Elect — Schedule C compensation
- Wellington Trust Co — Schedule C compensation
- Towers Watson — Schedule C compensation
- State Street Bank & Trust Co — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Bhms — Schedule C compensation
- Wex Benefit — Schedule C compensation
- Hartnett Reyes-Jones — Schedule C compensation