Who sponsors the Delta Pooled Employer Plan?

Delta Pooled Employer Plan is reported as sponsored by Delta Administrative Services, LLC (EIN 72-1488886, plan number 333) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Delta Pooled Employer Plan?

The latest Form 5500 filing year loaded for Delta Pooled Employer Plan is 2023.

How many participants does Delta Pooled Employer Plan report?

Delta Pooled Employer Plan reports 1,079 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Delta Pooled Employer Plan?

Delta Pooled Employer Plan reports $5,845,464 in end-of-year plan assets in its latest loaded Form 5500 filing.

Delta Pooled Employer Plan — Form 5500 plan (Delta Administrative Services, LLC)

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, Delta Pooled Employer Plan is a benefit plan reported by Delta Administrative Services, LLC under EIN 72-1488886 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,079 participants and $5,845,464 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Delta Administrative Services, LLC
EIN: 72-1488886
Plan number: 333
Plan type: 3
Location: Metairie, LA
Latest filing year: 2023
Participants: 1,079
End-of-year plan assets: $5,845,464

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	1,079	H, C	20241008160343NAL0017938641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $5,845,464
Total liabilities (EOY): $6,000
Net assets (EOY): $5,839,464
Net assets (BOY): $4,675,346

Income & contributions

Employer contributions: $316,140
Participant contributions: $804,820
Total contributions: $1,132,872
Total income / additions: $1,946,253

Expenses & distributions

Benefits paid: $723,376
Administrative expenses: $49,679
Total expenses: $782,135
Net increase / (decrease): $1,164,118

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Ameritas Life Insurance Corp	NONE	$39,709	not reported in the loaded dataset	2023
Bks Financial Investments LLC	NONE	$7,617	not reported in the loaded dataset	2023
Charles Schwab Bank	NONE	$2,171	$0	2023