2023 Form 5500 filing — Iamaw Local No. 2575 - Air Wisconsin Airlines Retirement Plan And Trust
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 20241014140944NAL0015075123003) for Iamaw Local No. 2575 - Air Wisconsin Airlines Retirement Plan And Trust, reported by Air Wisconsin Airlines LLC under EIN 39-1767281 and plan number 008. It reports 359 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$25.7MReported net assets$25,729,589
Participants359
Provider compensation$81.8K2 Schedule C row(s)$81,832
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014140944NAL0015075123003
- Plan sponsor
- Air Wisconsin Airlines LLC
- EIN
- 39-1767281
- Plan number
- 008
- Location
- Appleton, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$25.7M total assets
Net assets$25.7MLiabilities—
Full reported line items
- Total assets (EOY)
- $25,729,589
- Net assets (EOY)
- $25,729,589
- Employer contributions
- $281,162
- Participant contributions
- $930,777
- Total income / additions
- $4,806,667
- Benefits paid
- $4,962,589
- Administrative expenses
- $81,838
- Total expenses
- $5,044,427
- Net increase / (decrease)
- -$237,760
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | NONE | $48,580 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $33,252 | not reported in the loaded dataset |