2023 Form 5500 filing — National Automatic Sprinkler Industry Fund Office Employees Pension 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 20241009124049NAL0019181553004) for National Automatic Sprinkler Industry Fund Office Employees Pension Plan, reported by Joint Board Of Trustees Of National Automatic Sprinkler Industry Welfa under EIN 53-0215881 and plan number 002. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009124049NAL0019181553004
Filing year
2023
Form type
1
Plan sponsor
Joint Board Of Trustees Of National Automatic Sprinkler Industry Welfa
EIN
53-0215881
Plan number
002
Location
Landover, MD
Participants
133
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$31,850,494
Total liabilities (EOY)
$14,510
Net assets (EOY)
$31,835,984
Employer contributions
$880,000
Total income / additions
$2,697,163
Benefits paid
$1,853,366
Administrative expenses
$184,540
Total expenses
$2,037,906
Net increase / (decrease)
$659,257
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Jp MorganNONE$55,104$0
Calibre Cpa Group, Pllc.NONE$26,431not reported in the loaded dataset
Investment Performance ServicesNONE$15,000not reported in the loaded dataset

Related Form 5500 pages