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: 512
- Total Participants: 13
- Total Assets: $5.2M
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 | 13 | $5.2M | $0 | $26,243 |
| 2023 | 10 | $5.0M | $0 | $25,005 |
| 2022 | 13 | $4.5M | $0 | $26,727 |
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 |
|---|---|---|---|---|
| THE SEGAL COMPANY | Other Service Provider | $101,247 | — | $101,247 |
| WEB-TPA | Other Service Provider | $21,718 | — | $21,718 |
| STATE STREET BANK & TRUST CO | Custodian / Trustee | $8,992 | — | $8,992 |
| HARTNETT REYES-JONES | Other Service Provider | $7,706 | — | $7,706 |
| BDO USA, P.C. | Auditor | $5,231 | — | $5,231 |
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: $144,894
- Estimated Expense Ratio: 2.796% 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 | $265,311 | — | — | — | — |
| 2023 | $127,946 | — | — | — | — |
| 2022 | $156,459 | — | — | — | — |