American Postal Workers Union Officers' Qualified Retirement Plan — Form 5500 plan (American Postal Workers Union, Afl-Cio)
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, American Postal Workers Union Officers' Qualified Retirement Plan is a benefit plan reported by American Postal Workers Union, Afl-Cio under EIN 52-0913725 and plan number 333. The latest loaded filing year is 2023. The filing reports 294 participants and $118,999,432 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Postal Workers Union, Afl-Cio
- EIN
- 52-0913725
- Plan number
- 333
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $118,999,432
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20240729095246NAL0041992402002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $118,999,432
- Total liabilities (EOY)
- $45,139
- Net assets (EOY)
- $118,954,293
- Net assets (BOY)
- $112,716,125
Income & contributions
- Employer contributions
- $2,016,953
- Participant contributions
- $354,674
- Total contributions
- $2,371,627
- Total income / additions
- $13,335,177
Expenses & distributions
- Benefits paid
- $6,509,060
- Administrative expenses
- $587,949
- Total expenses
- $7,097,009
- Net increase / (decrease)
- $6,238,168
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Marco Advisors | NONE | $146,473 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $84,374 | not reported in the loaded dataset | 2023 |
| Towers Watson Delaware Inc | NONE | $68,598 | not reported in the loaded dataset | 2023 |
| Ceridian | NONE | $38,070 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $22,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Postal Workers Union, Afl-Cio
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Segal Marco Advisors — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Towers Watson Delaware Inc — Schedule C compensation
- Ceridian — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation