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: 503
- Total Participants: 4,005
- Total Assets: $98.4M
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 | 4,005 | $98.4M | $0 | $16.5M |
| 2023 | 4,351 | $96.4M | $0 | $12.7M |
| 2022 | 4,434 | $88.4M | $0 | $12.4M |
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 |
|---|---|---|---|---|
| WEB-TPA | Other Service Provider | $675,812 | — | $675,812 |
| THE SEGAL COMPANY | Actuary | $216,476 | — | $216,476 |
| BENEFIT ELECT | Other Service Provider | $90,310 | — | $90,310 |
| BENECARD RX | Other Service Provider | $49,909 | — | $49,909 |
| MARQUETTE ASSOCIATES, INC. | Other Service Provider | $47,526 | — | $47,526 |
| BDO USA, P.C. | Auditor | $38,370 | — | $38,370 |
| STATE STREET BANK | Custodian / Trustee | $34,208 | — | $34,208 |
| DIVERSIFIED BENEFIT SERVICES | Other Service Provider | $29,660 | — | $29,660 |
| HARTNETT REYES-JONES | Other Service Provider | $28,402 | — | $28,402 |
| BHMS | Other Service Provider | $26,122 | — | $26,122 |
| NGS | Other Service Provider | $23,550 | — | $23,550 |
| WELLINGTON TRUST CO | Other Service Provider | $23,416 | — | $23,416 |
| FINISHING AND MAILING CENTER | Other Service Provider | $12,279 | — | $12,279 |
| WILLIS TOWERS WATSON | Recordkeeper | $10,650 | — | $10,650 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
- WILLIS TOWERS WATSON — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,306,690
- Estimated Expense Ratio: 1.328% 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 | $1,441,858 | $65,113 | $1,041,815 | $38,370 | — |
| 2023 | $1,425,949 | $153,327 | $876,085 | $26,816 | — |
| 2022 | $1,806,172 | $113,737 | $1,427,520 | — | $258,549 |