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Original filing (PDF)20260210141157NAL0002786417001
ALLIED PILOTS ASSOCIATION
Form 5500
FILING_RECEIVED
ALLIED PILOTS ASSOCIATION GROUP TERM LIFE AND VOLUNTARY ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE PLAN
Health & welfare plan
Signals · 5
Late filing · 2.8 mo100% in single holding~147 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
2,656
Accounts w/ balance
—
Plan assets (EOY)
$20.4M
Net assets (EOY)
$19.7M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
89
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.8 months past the 10.5-month grace window.
- Top holding "Interest-Bearing Cash * Metropolitan Life Insurance Company, Inc. Premium Stabilization Reserve" is 100% of plan.
- 147 bps in Schedule C fees — 408% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIED PILOTS ASSOCIATION.
Plan sponsor
Name
ALLIED PILOTS ASSOCIATION
EIN
13-1982245
Address
O'CONNELL BLDG, 14600 TRINITY BLVD · SUITE 500 · FORT WORTH, TX · 761552559
Phone
(817) 302-2147
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-10
Welfare benefit codes
4B · Life Insurance
4Q · Other
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK & TRUST CO | 04-1867445 | — | TRUSTEE | $9K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NGS | 75-2028097 | — | NONE | $156K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $54K | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $38K | — |
| BENEFIT ELECT | — | BEND, OR | NONE | $25K | — |
| MARQUETTE ASSOCIATES, INC. | 36-3485298 | — | NONE | $13K | — |
| HARTNETT REYES-JONES | 43-1205253 | — | NONE | $7K | — |
Investments
1 direct security · 1 pooled fund· $19.6M(96% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Master Trust
$13.3M
1 holding
Uncategorized
$6.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| APA WELFARE BENEFITS MASTER TRUST ALLIED PILOTS ASSOCIATION · EIN 13-1982245 / PN 002 | Master Trust | — | — | $13.3M | 65.0% | |
| Interest-Bearing Cash * Metropolitan Life Insurance Company, Inc. Premium Stabilization Reserve | — | — | $6.3M | $6.3M | 30.7% |