2023 Form 5500 filing — Mutual Benefit Association Insurance Fund

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240918142650NAL0002642419001) for Mutual Benefit Association Insurance Fund, reported by Mutual Benefit Association Insurance Fund under EIN 31-0386645 and plan number 501. It reports 598 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240918142650NAL0002642419001
Filing year
2023
Form type
2
Plan sponsor
Mutual Benefit Association Insurance Fund
EIN
31-0386645
Plan number
501
Location
Cincinnati, OH
Participants
598
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$149,720
Total liabilities (EOY)
$0
Net assets (EOY)
$149,720
Total income / additions
$3,208
Benefits paid
$0
Administrative expenses
$16,770
Total expenses
$16,770
Net increase / (decrease)
-$13,562
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Kelley Galloway Smith Goolsby PscNONE$8,500not reported in the loaded dataset

Related Form 5500 pages