American Bankers Association Retiree Medical Life Insurance Plan — Form 5500 plan (American Bankers Association)
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 Bankers Association Retiree Medical Life Insurance Plan is a benefit plan reported by American Bankers Association under EIN 52-1001304 and plan number 505. The latest loaded filing year is 2023. The filing reports 280 participants and $16,181,371 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Bankers Association
- EIN
- 52-1001304
- Plan number
- 505
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $16,181,371
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20241010141727NAL0011585507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,181,371
- Total liabilities (EOY)
- $106,903
- Net assets (EOY)
- $16,074,468
- Net assets (BOY)
- $15,356,343
Income & contributions
- Participant contributions
- $200,011
- Total contributions
- $200,011
- Total income / additions
- $2,415,088
Expenses & distributions
- Benefits paid
- $1,574,801
- Administrative expenses
- $122,162
- Total expenses
- $1,696,963
- Net increase / (decrease)
- $718,125
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cliftonlarsenallen Llp | NONE | $52,027 | not reported in the loaded dataset | 2023 |
| Aon Consulting | NONE | $27,645 | not reported in the loaded dataset | 2023 |
| Umr, Inc. | NONE | $17,603 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $14,239 | not reported in the loaded dataset | 2023 |
| Atlanta Capital | NONE | $7,747 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Bankers Association
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Cliftonlarsenallen Llp — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Umr, Inc. — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Atlanta Capital — Schedule C compensation