2023 Form 5500 filing — Smwia Staff Retiree 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 20241015160830NAL0015046515005) for Smwia Staff Retiree Health Fund, reported by International Association Of Sheet Metal Air, Rail And Transportation under EIN 52-6909050 and plan number 504. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160830NAL0015046515005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- International Association Of Sheet Metal Air, Rail And Transportation
- EIN
- 52-6909050
- Plan number
- 504
- Location
- Washington, DC
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,707,666
- Total liabilities (EOY)
- $34,644
- Net assets (EOY)
- $48,673,022
- Employer contributions
- $1,000,000
- Participant contributions
- $280,388
- Total income / additions
- $7,366,790
- Benefits paid
- $1,185,446
- Administrative expenses
- $109,263
- Total expenses
- $1,294,709
- Net increase / (decrease)
- $6,072,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Clearstead Advisors LLC | NONE | $35,184 | not reported in the loaded dataset |
| Harrison Street Core Property | NONE | $17,803 | not reported in the loaded dataset |
| Mondrian Global All Countries | NONE | $10,160 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $10,000 | not reported in the loaded dataset |
| Ninety One Global | NONE | $7,268 | not reported in the loaded dataset |
| Wells Fargo | NONE | $6,539 | not reported in the loaded dataset |