Group Insurance Plan Under The Aicpa Group Insurance Trust — Form 5500 plan (American Institute Of Certified Public Accountants Group Insurance Tru)
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, Group Insurance Plan Under The Aicpa Group Insurance Trust is a benefit plan reported by American Institute Of Certified Public Accountants Group Insurance Tru under EIN 45-6549619 and plan number 501. The latest loaded filing year is 2023. The filing reports 40,881 participants and $7,785,021 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Institute Of Certified Public Accountants Group Insurance Tru
- EIN
- 45-6549619
- Plan number
- 501
- Plan type
- 4
- Location
- Durham, NC
- Latest filing year
- 2023
- Participants
- 40,881
- End-of-year plan assets
- $7,785,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 40,881 | H, C | 20241011110244NAL0036731344001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,785,021
- Total liabilities (EOY)
- $7,785,021
- Net assets (EOY)
- $0
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $21,290,031
- Total contributions
- $21,290,031
- Total income / additions
- $25,385,563
Expenses & distributions
- Benefits paid
- $19,098,779
- Administrative expenses
- $6,286,784
- Total expenses
- $25,385,563
- Net increase / (decrease)
- $0
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Affinity Insurance Service | NONE | $1,400,084 | not reported in the loaded dataset | 2023 |
| Cohnreznick Llp | AUDITORS | $110,217 | not reported in the loaded dataset | 2023 |
| Paymentech LLC | NONE | $86,382 | not reported in the loaded dataset | 2023 |
| Bny Mellon | CUSTODIAN | $84,204 | not reported in the loaded dataset | 2023 |
| Lee Launer | CONSULTANT | $18,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Institute Of Certified Public Accountants Group Insurance Tru
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Durham, NC
- Affinity Insurance Service — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation
- Paymentech LLC — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Lee Launer — Schedule C compensation