A.F.Of L. - A.G.C. Building Trades Welfare Plan — Form 5500 plan (A.F.Of L - A.G.C. Building Trades Welfare 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, A.F.Of L. - A.G.C. Building Trades Welfare Plan is a benefit plan reported by A.F.Of L - A.G.C. Building Trades Welfare Plan under EIN 63-0327100 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,270 participants and $34,946,563 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A.F.Of L - A.G.C. Building Trades Welfare Plan
- EIN
- 63-0327100
- Plan number
- 501
- Plan type
- 1
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 1,270
- End-of-year plan assets
- $34,946,563
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,270 | H, C | 20250501201007NAL0002645075004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,946,563
- Total liabilities (EOY)
- $12,676,692
- Net assets (EOY)
- $22,269,871
- Net assets (BOY)
- $21,466,006
Income & contributions
- Employer contributions
- $17,388,613
- Participant contributions
- $261,624
- Total contributions
- $17,650,237
- Total income / additions
- $19,658,112
Expenses & distributions
- Benefits paid
- $17,223,850
- Administrative expenses
- $1,630,397
- Total expenses
- $18,854,247
- Net increase / (decrease)
- $803,865
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | INSURANCE PROVIDER | $1,101,216 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | INVESTMENT MANAGER | $45,582 | not reported in the loaded dataset | 2023 |
| Bha Consulting LLC | ACTUARIAL | $42,968 | not reported in the loaded dataset | 2023 |
| Steven D Eisenberg Cpa, P.A. | AUDITOR | $39,281 | not reported in the loaded dataset | 2023 |
| Matt Stringer | EMPLOYEE | $39,231 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | INVESTMENT ADVISORY | $29,474 | not reported in the loaded dataset | 2023 |
| Annette Parker | EMPLOYEE | $25,083 | not reported in the loaded dataset | 2023 |
| Kelsey Vrieze | EMPLOYEE | $20,132 | not reported in the loaded dataset | 2023 |
| Loper Law LLC | ATTORNEY | $19,905 | not reported in the loaded dataset | 2023 |
| Natalie Parker | EMPLOYEE | $18,966 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A.F.Of L - A.G.C. Building Trades Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Mobile, AL
- Blue Cross Blue Shield — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Bha Consulting LLC — Schedule C compensation
- Steven D Eisenberg Cpa, P.A. — Schedule C compensation
- Matt Stringer — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Annette Parker — Schedule C compensation
- Kelsey Vrieze — Schedule C compensation
- Loper Law LLC — Schedule C compensation
- Natalie Parker — Schedule C compensation