The Agma Retirement Plan — Form 5500 plan (Board Of Trustees Agma Retirement Plan)
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, The Agma Retirement Plan is a benefit plan reported by Board Of Trustees Agma Retirement Plan under EIN 13-3826401 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,173 participants and $105,327,408 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Agma Retirement Plan
- EIN
- 13-3826401
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 8,173
- End-of-year plan assets
- $105,327,408
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,173 | H, C | 20250314140126NAL0013757699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $105,327,408
- Total liabilities (EOY)
- $112,318
- Net assets (EOY)
- $105,215,090
- Net assets (BOY)
- $88,218,555
Income & contributions
- Employer contributions
- $5,122,222
- Total contributions
- $5,122,222
- Total income / additions
- $21,390,594
Expenses & distributions
- Benefits paid
- $3,345,655
- Administrative expenses
- $1,048,404
- Total expenses
- $4,394,059
- Net increase / (decrease)
- $16,996,535
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $379,235 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri Llp | NONE | $62,707 | not reported in the loaded dataset | 2023 |
| Spivak Lipton, Llp | NONE | $53,419 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Bridgeway Technologies | NONE | $22,379 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Locktight Solutions | NONE | $6,465 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Agma Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Schultheis & Panettieri Llp — Schedule C compensation
- Spivak Lipton, Llp — Schedule C compensation
- Gallagher Fiduciary Advisors — Schedule C compensation
- Bridgeway Technologies — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Locktight Solutions — Schedule C compensation