2023 Form 5500 filing — Bmwed Health 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 20241014153009NAL0052912978005) for Bmwed Health Fund, reported by Brotherhood Maintenance Of Way Employes Division Of Ibt under EIN 38-6004309 and plan number 501. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153009NAL0052912978005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brotherhood Maintenance Of Way Employes Division Of Ibt
- EIN
- 38-6004309
- Plan number
- 501
- Location
- Novi, MI
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,069,536
- Total liabilities (EOY)
- $322,368
- Net assets (EOY)
- $4,747,168
- Employer contributions
- $5,215,316
- Total income / additions
- $5,465,568
- Benefits paid
- $3,472,217
- Administrative expenses
- $56,034
- Total expenses
- $3,528,251
- Net increase / (decrease)
- $1,937,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Clarence H Johnson, Cpa, Pc | not reported in the loaded dataset | $19,342 | not reported in the loaded dataset |
| Morgan Stanley | not reported in the loaded dataset | $11,277 | not reported in the loaded dataset |
| Cheiron | not reported in the loaded dataset | $9,367 | not reported in the loaded dataset |
| Flex Administrators, Inc. | not reported in the loaded dataset | $8,680 | not reported in the loaded dataset |
| Herzfeld, Suetholz, Gastel, Leniski | not reported in the loaded dataset | $5,165 | not reported in the loaded dataset |