Blue Horizons Pooled Employer Plan — Form 5500 plan (Americantcs Fiduciary 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, Blue Horizons Pooled Employer Plan is a benefit plan reported by Americantcs Fiduciary Services, LLC under EIN 93-2789379 and plan number 001. The latest loaded filing year is 2023. The filing reports 712 participants and $22,991,653 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Americantcs Fiduciary Services, LLC
- EIN
- 93-2789379
- Plan number
- 001
- Plan type
- 3
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 712
- End-of-year plan assets
- $22,991,653
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 712 | H, C | 20250520071339NAL0001041521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,991,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,991,653
- Net assets (BOY)
- $16,489,180
Income & contributions
- Employer contributions
- $475,197
- Participant contributions
- $3,617,183
- Total contributions
- $4,303,879
- Total income / additions
- $7,576,287
Expenses & distributions
- Benefits paid
- $1,145,908
- Administrative expenses
- $71,119
- Total expenses
- $1,217,027
- Net increase / (decrease)
- $6,359,260
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $42,154 | not reported in the loaded dataset | 2023 |
| Americantcs Fiduciary Services, LLC | NONE | $15,773 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $5,609 | $0 | 2023 |
| Iron Fiduciary, An Offering By Crea | NONE | $5,195 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Americantcs Fiduciary Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Ameritas Life Insurance Corp — Schedule C compensation
- Americantcs Fiduciary Services, LLC — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Iron Fiduciary, An Offering By Crea — Schedule C compensation