American Postal Workers Union Health Plan Management Staff Pension Plan — Form 5500 plan (American Postal Workers Union, Afl-Cio Health 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, American Postal Workers Union Health Plan Management Staff Pension Plan is a benefit plan reported by American Postal Workers Union, Afl-Cio Health Plan under EIN 52-0940594 and plan number 002. The latest loaded filing year is 2023. The filing reports 167 participants and $29,228,182 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Postal Workers Union, Afl-Cio Health Plan
- EIN
- 52-0940594
- Plan number
- 002
- Plan type
- 2
- Location
- Elkridge, MD
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $29,228,182
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20240731172956NAL0022812993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,228,182
- Total liabilities (EOY)
- $25,520
- Net assets (EOY)
- $29,202,662
- Net assets (BOY)
- $28,160,571
Income & contributions
- Employer contributions
- $1,250,000
- Total contributions
- $1,250,000
- Total income / additions
- $2,203,814
Expenses & distributions
- Benefits paid
- $955,188
- Administrative expenses
- $206,535
- Total expenses
- $1,161,723
- Net increase / (decrease)
- $1,042,091
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willistowerswatson | NONE | $79,556 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $38,916 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $38,304 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $31,660 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Postal Workers Union, Afl-Cio Health Plan
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Elkridge, MD
- Willistowerswatson — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation