2023 Form 5500 filing — National Automatic Sprinkler Industry Welfare 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 20241007092238NAL0015869361004) for National Automatic Sprinkler Industry Welfare Fund, reported by National Auto Sprinkler Welfare Fund Joint Board Of Trustees under EIN 53-0215881 and plan number 501. It reports 21,675 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007092238NAL0015869361004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- National Auto Sprinkler Welfare Fund Joint Board Of Trustees
- EIN
- 53-0215881
- Plan number
- 501
- Location
- Landover, MD
- Participants
- 21,675
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $729,857,766
- Total liabilities (EOY)
- $63,999,524
- Net assets (EOY)
- $665,858,242
- Employer contributions
- $335,685,214
- Participant contributions
- $17,425,906
- Total income / additions
- $419,954,582
- Benefits paid
- $295,240,063
- Administrative expenses
- $45,184,332
- Total expenses
- $340,424,395
- Net increase / (decrease)
- $79,530,187
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Saveonsp | NONE | $4,122,852 | not reported in the loaded dataset |
| American Health Holdings, Inc. | NONE | $746,948 | not reported in the loaded dataset |
| Hinge Health Inc. | NONE | $542,575 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $494,826 | not reported in the loaded dataset |
| The Segal Co. | NONE | $418,639 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $407,839 | not reported in the loaded dataset |
| Basys, Inc. | NONE | $352,477 | $0 |
| Intech | NONE | $295,168 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $289,607 | not reported in the loaded dataset |
| Medical Review Institute Of America | NONE | $277,495 | not reported in the loaded dataset |
| Intercontinental Real Estate Corpor | NONE | $270,940 | not reported in the loaded dataset |
| Compsych Corporation | NONE | $250,000 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $207,936 | not reported in the loaded dataset |
| Robert W Baird Co. | NONE | $204,091 | not reported in the loaded dataset |
| Western Asset Management | NONE | $161,140 | not reported in the loaded dataset |
| Nia Padmore | EMPLOYEE | $151,150 | not reported in the loaded dataset |
| Change Healthcare Operations | NONE | $149,364 | not reported in the loaded dataset |
| Healthlinx, LLC | NONE | $148,500 | not reported in the loaded dataset |
| Nixon Peabody, Llp | NONE | $147,745 | not reported in the loaded dataset |
| Smith Graham | NONE | $147,407 | $0 |
| John Eger | EMPLOYEE | $142,207 | not reported in the loaded dataset |
| Patricia Randall | EMPLOYEE | $118,662 | not reported in the loaded dataset |
| Mary M. Annan | EMPLOYEE | $109,160 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $94,100 | not reported in the loaded dataset |
| Bfi Printing | NONE | $93,812 | not reported in the loaded dataset |
| Robert Kaufmann | EMPLOYEE | $91,445 | not reported in the loaded dataset |
| Anna Bosmans | EMPLOYEE | $87,436 | not reported in the loaded dataset |
| Diane Jones | EMPLOYEE | $83,865 | not reported in the loaded dataset |
| Latisha Young | EMPLOYEE | $83,277 | not reported in the loaded dataset |
| Bonney Miller | EMPLOYEE | $80,972 | not reported in the loaded dataset |
| Nardia Josephs | EMPLOYEE | $80,746 | not reported in the loaded dataset |
| Lisa Stathopoulos | EMPLOYEE | $74,739 | not reported in the loaded dataset |
| Varena Mays | EMPLOYEE | $69,948 | not reported in the loaded dataset |
| Constance Blunt | EMPLOYEE | $69,580 | not reported in the loaded dataset |
| Madeline Brown | EMPLOYEE | $67,966 | not reported in the loaded dataset |
| Selina Rooths-Brown | EMPLOYEE | $67,653 | not reported in the loaded dataset |
| Lawrence Welsh | EMPLOYEE | $66,700 | not reported in the loaded dataset |
| Neil White | EMPLOYEE | $65,605 | not reported in the loaded dataset |
| Lynne Levere | EMPLOYEE | $60,466 | not reported in the loaded dataset |
| Whitney Okwuchi | EMPLOYEE | $59,761 | not reported in the loaded dataset |
| Clifton Larson Allen, Llp | NONE | $58,605 | not reported in the loaded dataset |
| Iron Mountain | NONE | $58,116 | not reported in the loaded dataset |
| Ashley Proctor | EMPLOYEE | $53,288 | not reported in the loaded dataset |
| Marguerite Fitch | EMPLOYEE | $52,587 | not reported in the loaded dataset |
| Nancy Cornell | EMPLOYEE | $52,468 | not reported in the loaded dataset |
| Danitra Randall | EMPLOYEE | $52,019 | not reported in the loaded dataset |
| Shauntae Tripline | EMPLOYEE | $49,819 | not reported in the loaded dataset |
| Franca Soares De Souza | EMPLOYEE | $48,181 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $47,500 | not reported in the loaded dataset |
| Fannice Beckett | EMPLOYEE | $46,602 | not reported in the loaded dataset |
| Alicia Crawely | EMPLOYEE | $45,818 | not reported in the loaded dataset |
| Health Gauge | NONE | $39,832 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $35,820 | not reported in the loaded dataset |
| Comerica Bank | NONE | $34,128 | $0 |
| Brittny Lewis | EMPLOYEE | $32,125 | not reported in the loaded dataset |
| Richard Welsh | EMPLOYEE | $31,378 | not reported in the loaded dataset |
| Ralph Sanchez | EMPLOYEE | $30,511 | not reported in the loaded dataset |
| Catherine Varelli | EMPLOYEE | $29,279 | not reported in the loaded dataset |
| Nathaniel Davis | EMPLOYEE | $27,204 | not reported in the loaded dataset |
| Priority Legal Services | NONE | $10,675 | not reported in the loaded dataset |
| Taft Stettinius & Hollister, Llp | NONE | $10,627 | not reported in the loaded dataset |
| Wohlner Kaplon, Phillips Young & C | NONE | $9,538 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $8,932 |
| Thrive Pass, Inc. | NONE | $7,500 | not reported in the loaded dataset |