# Allied Pilots Association Health & Welfare Plan
Source: https://planprovider.pro/companies/allied-pilots-association-131982245-512

> Allied Pilots Association's Health & Welfare plan: 13 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:** 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.](https://planprovider.pro/provider/bdo-usa-pc) — 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|—|—|—|—|

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