# Allied Pilots Association Health & Welfare Plan
Source: https://planprovider.pro/companies/allied-pilots-association-131982245-503

> Allied Pilots Association's Health & Welfare plan: 4,005 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — 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|

## Similar Plans

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