Apartment Employees' Pension Trust — Form 5500 plan (Apartment Employees' Pension Trust)
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, Apartment Employees' Pension Trust is a benefit plan reported by Apartment Employees' Pension Trust under EIN 94-6069859 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,267 participants and $30,140,138 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apartment Employees' Pension Trust
- EIN
- 94-6069859
- Plan number
- 001
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 1,267
- End-of-year plan assets
- $30,140,138
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,267 | H, C | 20251023060951NAL0001361379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,140,138
- Total liabilities (EOY)
- $35,667
- Net assets (EOY)
- $30,104,471
- Net assets (BOY)
- $28,905,332
Income & contributions
- Employer contributions
- $2,197,080
- Total contributions
- $2,197,080
- Total income / additions
- $4,378,336
Expenses & distributions
- Benefits paid
- $2,609,735
- Administrative expenses
- $569,462
- Total expenses
- $3,179,197
- Net increase / (decrease)
- $1,199,139
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rael & Letson | NONE | $101,822 | not reported in the loaded dataset | 2023 |
| Pacific Southwest Administrators | NONE | $85,124 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $48,674 | not reported in the loaded dataset | 2023 |
| Weinberg Roger & Rosenfeld | NONE | $41,973 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $34,551 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $33,368 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $27,875 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $16,266 | not reported in the loaded dataset | 2023 |
| Northwest Administrators | NONE | $14,564 | not reported in the loaded dataset | 2023 |
| National Compliance Services | NONE | $10,356 | not reported in the loaded dataset | 2023 |
| Rbc Global Asset Management | NONE | $9,003 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $7,430 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Apartment Employees' Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Rael & Letson — Schedule C compensation
- Pacific Southwest Administrators — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Weinberg Roger & Rosenfeld — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Us Bank — Schedule C compensation
- Northwest Administrators — Schedule C compensation
- National Compliance Services — Schedule C compensation
- Rbc Global Asset Management — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation