Texas Professional Service Providers Benefits Trust — Form 5500 plan (American Association Of Business Networking)
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, Texas Professional Service Providers Benefits Trust is a benefit plan reported by American Association Of Business Networking under EIN 63-1012610 and plan number 501. The latest loaded filing year is 2023. The filing reports 645 participants and $2,165,869 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Association Of Business Networking
- EIN
- 63-1012610
- Plan number
- 501
- Plan type
- 3
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 645
- End-of-year plan assets
- $2,165,869
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 645 | H, C | 20240731135510NAL0014382051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,165,869
- Total liabilities (EOY)
- $771,295
- Net assets (EOY)
- $1,394,574
- Net assets (BOY)
- $1,220,820
Income & contributions
- Employer contributions
- $7,504,966
- Total contributions
- $7,504,966
- Total income / additions
- $7,505,041
Expenses & distributions
- Benefits paid
- $5,581,280
- Administrative expenses
- $1,750,007
- Total expenses
- $7,331,287
- Net increase / (decrease)
- $173,754
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pf Re, Inc. | NONE | $1,531,797 | not reported in the loaded dataset | 2023 |
| Business Planning Concepts, Inc. | NONE | $729,456 | not reported in the loaded dataset | 2023 |
| Aetna | NONE | $419,949 | not reported in the loaded dataset | 2023 |
| Concord Management Resources | NONE | $234,546 | not reported in the loaded dataset | 2023 |
| Health Care Plan Insurance Services | NONE | $118,491 | not reported in the loaded dataset | 2023 |
| Greenberg Traurig P.A. | NONE | $84,500 | not reported in the loaded dataset | 2023 |
| Strategic Underwriting Solutions | NONE | $50,598 | not reported in the loaded dataset | 2023 |
| Windsor Strategy Partners, Inc. | NONE | $34,720 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $29,640 | not reported in the loaded dataset | 2023 |
| Joyce Dabeau | NONE | $24,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Association Of Business Networking
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Pf Re, Inc. — Schedule C compensation
- Business Planning Concepts, Inc. — Schedule C compensation
- Aetna — Schedule C compensation
- Concord Management Resources — Schedule C compensation
- Health Care Plan Insurance Services — Schedule C compensation
- Greenberg Traurig P.A. — Schedule C compensation
- Strategic Underwriting Solutions — Schedule C compensation
- Windsor Strategy Partners, Inc. — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Joyce Dabeau — Schedule C compensation