Aims Benefit Trust Plan — Form 5500 plan (Aims Benefit Trust)
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, Aims Benefit Trust Plan is a benefit plan reported by Aims Benefit Trust under EIN 47-6426492 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,734 participants and $1,115,887 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aims Benefit Trust
- EIN
- 47-6426492
- Plan number
- 501
- Plan type
- 3
- Location
- Glen Burnie, MD
- Latest filing year
- 2023
- Participants
- 4,734
- End-of-year plan assets
- $1,115,887
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,734 | H, C | 20240926154924NAL0001013329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,115,887
- Total liabilities (EOY)
- $867,799
- Net assets (EOY)
- $248,088
- Net assets (BOY)
- $161,842
Income & contributions
- Employer contributions
- $31,838,670
- Participant contributions
- $17,665,319
- Total contributions
- $49,507,081
- Total income / additions
- $50,112,260
Expenses & distributions
- Benefits paid
- $48,677,140
- Administrative expenses
- $1,348,874
- Total expenses
- $50,026,014
- Net increase / (decrease)
- $86,246
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Educators Benefit Services Inc | CONTRACT ADMINISTRATOR | $1,203,624 | not reported in the loaded dataset | 2023 |
| Janus Associates Inc Dba Bhs | EAP/WELLNESSSVC PROVIDER | $94,446 | not reported in the loaded dataset | 2023 |
| Educators Benefit Services Inc | WELLNESS ADMIN (UHC) | $70,000 | $0 | 2023 |
| Davidson Doyle & Hilton Llp | AUDITOR | $18,000 | not reported in the loaded dataset | 2023 |
| Educators Benefit Services Inc | COBRA AND EAP ADMIN | $16,156 | $0 | 2023 |
| Chubb & Son | INSURANCE PROVIDER | $15,389 | not reported in the loaded dataset | 2023 |
| M&T Bank | BANK | $11,355 | not reported in the loaded dataset | 2023 |
| Anderson Davis & Associates Cpa Pa | ACCOUNTANT | $10,625 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aims Benefit Trust
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Glen Burnie, MD
- Educators Benefit Services Inc — Schedule C compensation
- Janus Associates Inc Dba Bhs — Schedule C compensation
- Davidson Doyle & Hilton Llp — Schedule C compensation
- Chubb & Son — Schedule C compensation
- M&T Bank — Schedule C compensation
- Anderson Davis & Associates Cpa Pa — Schedule C compensation