Allied Pilots Association Pilot Mutual Aid 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 Mutual Aid Plan is a benefit plan reported by Allied Pilots Association under EIN 13-1982245 and plan number 509. The latest loaded filing year is 2023. The filing reports 6,945 participants and $4,591,280 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
- 509
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 6,945
- End-of-year plan assets
- $4,591,280
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,945 | H, C | 20240821152621NAL0004100593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,591,280
- Total liabilities (EOY)
- $4,194,801
- Net assets (EOY)
- $396,479
- Net assets (BOY)
- $459,151
Income & contributions
- Participant contributions
- $6,328,978
- Total contributions
- $6,328,978
- Total income / additions
- $6,871,224
Expenses & distributions
- Benefits paid
- $6,485,924
- Administrative expenses
- $447,972
- Total expenses
- $6,933,896
- Net increase / (decrease)
- -$62,672
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Guardian | NONE | $171,394 | not reported in the loaded dataset | 2023 |
| Ngs | NONE | $83,364 | not reported in the loaded dataset | 2023 |
| Benefit Elect | NONE | $64,588 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $55,502 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | NONE | $26,816 | not reported in the loaded dataset | 2023 |
| Wex Benefit | NONE | $16,656 | not reported in the loaded dataset | 2023 |
| Hartnett Reyes-Jones | NONE | $8,903 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Co | NONE | $8,610 | 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
- Guardian — Schedule C compensation
- Ngs — Schedule C compensation
- Benefit Elect — Schedule C compensation
- The Segal Company — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Wex Benefit — Schedule C compensation
- Hartnett Reyes-Jones — Schedule C compensation
- State Street Bank & Trust Co — Schedule C compensation