Apwu - Hp Bargaining Unit Defined Contribution Plan — Form 5500 plan (Apwu - 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, Apwu - Hp Bargaining Unit Defined Contribution Plan is a benefit plan reported by Apwu - Health Plan under EIN 52-0940594 and plan number 004. The latest loaded filing year is 2023. The filing reports 172 participants and $12,371,336 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apwu - Health Plan
- EIN
- 52-0940594
- Plan number
- 004
- Plan type
- 2
- Location
- Elkridge, MD
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $12,371,336
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20241015165851NAL0049025328001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,371,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,371,336
- Net assets (BOY)
- $10,344,702
Income & contributions
- Participant contributions
- $779,318
- Total contributions
- $779,318
- Total income / additions
- $2,211,695
Expenses & distributions
- Benefits paid
- $173,961
- Administrative expenses
- $11,100
- Total expenses
- $185,061
- Net increase / (decrease)
- $2,026,634
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus | RECORDKEEPER | $21,269 | not reported in the loaded dataset | 2023 |
| Newport Retirement Services, Inc. | RECORDKEEPER | $11,121 | not reported in the loaded dataset | 2023 |