Association Of American Railroads Retiree Life Insurance Trust Plan — Form 5500 plan (Association Of American Railroads)

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, Association Of American Railroads Retiree Life Insurance Trust Plan is a benefit plan reported by Association Of American Railroads under EIN 53-6000125 and plan number 506. The latest loaded filing year is 2023. The filing reports 242 participants and $5,479,939 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.5MPlan net assets, end of year$5,475,055
Participants242Covered participants reported
Assets / participant$22.6KComputed: assets ÷ participants$22,644 (computed)
Provider compensation$25.7K1 Schedule C provider row(s)$25,684
Plan sponsor
Association Of American Railroads
EIN
53-6000125
Plan number
506
Plan type
2
Location
Washington, DC
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    242 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.5M total assets
Net assets$5.5MLiabilities$4.9K
Money in vs. money out
Total income / additions$671.2K
Total expenses$155K
Benefits paid / distributions$117.1K
Full reported line items

Net assets

Total assets (EOY)
$5,479,939
Total liabilities (EOY)
$4,884
Net assets (EOY)
$5,475,055
Net assets (BOY)
$4,958,836

Income & contributions

Total income / additions
$671,210

Expenses & distributions

Benefits paid
$117,092
Administrative expenses
$37,899
Total expenses
$154,991
Net increase / (decrease)
$516,219
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Direct $25.7K · Indirect $0

Related Form 5500 pages