Plan Snapshot
- Plan Sponsor: Allied Pilots Association
- Sponsor EIN: 131982245
- Sponsor Address: O'CONNELL BLDG, 14600 TRINITY BLVD, FORT WORTH, TX, 761552559
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,656
- Total Assets: $20.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,656 | $20.4M | $0 | $6.9M |
| 2023 | 2,605 | $18.4M | $0 | $7.3M |
| 2022 | 2,703 | $17.1M | $0 | $7.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NGS | Other Service Provider | $155,768 | — | $155,768 |
| THE SEGAL COMPANY | Other Service Provider | $53,876 | — | $53,876 |
| BDO USA, P.C. | Auditor | $38,370 | — | $38,370 |
| BENEFIT ELECT | Other Service Provider | $24,618 | — | $24,618 |
| MARQUETTE ASSOCIATES, INC. | Other Service Provider | $12,684 | — | $12,684 |
| STATE STREET BANK & TRUST CO | Custodian / Trustee | $8,758 | — | $8,758 |
| HARTNETT REYES-JONES | Other Service Provider | $7,119 | — | $7,119 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $301,193
- Estimated Expense Ratio: 1.474% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,407,020 | $9,498 | $216,789 | $38,370 | — |
| 2023 | $1,005,812 | $24,471 | $179,100 | $26,816 | — |
| 2022 | $1,333,985 | $13,543 | $181,554 | — | $134,483 |