2023 Form 5500 filing — National Automatic Sprinkler Metal Trades Welfare Plan
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 20241007100300NAL0007469523001) for National Automatic Sprinkler Metal Trades Welfare Plan, reported by National Automatic Sprinkler Metal Trades Welfare Fd Jt Brd under EIN 23-7351551 and plan number 501. It reports 618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007100300NAL0007469523001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- National Automatic Sprinkler Metal Trades Welfare Fd Jt Brd
- EIN
- 23-7351551
- Plan number
- 501
- Location
- Landover, MD
- Participants
- 618
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,931,791
- Total liabilities (EOY)
- $1,574,044
- Net assets (EOY)
- $14,357,747
- Employer contributions
- $6,331,547
- Participant contributions
- $42,766
- Total income / additions
- $7,478,804
- Benefits paid
- $6,475,733
- Administrative expenses
- $786,421
- Total expenses
- $7,262,154
- Net increase / (decrease)
- $216,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Express Scripts, Inc. | NONE | $993,247 | not reported in the loaded dataset |
| The Segal Company | NONE | $105,900 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $47,704 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $33,191 | not reported in the loaded dataset |
| Saveon Sp | NONE | $32,074 | not reported in the loaded dataset |
| American Health Holdings, Inc. | NONE | $23,000 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue Llp | NONE | $21,741 | not reported in the loaded dataset |
| Basys | NONE | $21,161 | $0 |
| Us Real Estate Investment Fund | NONE | $17,840 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $17,500 | not reported in the loaded dataset |
| Livongo | NONE | $14,721 | not reported in the loaded dataset |
| Comerica Bank | NONE | $5,173 | $0 |