National Automatic Sprinkler Metal Trades Welfare Plan — Form 5500 plan (National Automatic Sprinkler Metal Trades Welfare Fd Jt Brd)
Plain-English plan 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, National Automatic Sprinkler Metal Trades Welfare Plan is a benefit plan reported by National Automatic Sprinkler Metal Trades Welfare Fd Jt Brd under EIN 23-7351551 and plan number 501. The latest loaded filing year is 2023. The filing reports 618 participants and $15,931,791 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Automatic Sprinkler Metal Trades Welfare Fd Jt Brd
- EIN
- 23-7351551
- Plan number
- 501
- Plan type
- 1
- Location
- Landover, MD
- Latest filing year
- 2023
- Participants
- 618
- End-of-year plan assets
- $15,931,791
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 618 | H, C | 20241007100300NAL0007469523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,931,791
- Total liabilities (EOY)
- $1,574,044
- Net assets (EOY)
- $14,357,747
- Net assets (BOY)
- $14,141,097
Income & contributions
- Employer contributions
- $6,331,547
- Participant contributions
- $42,766
- Total contributions
- $6,374,313
- Total income / additions
- $7,478,804
Expenses & distributions
- Benefits paid
- $6,475,733
- Administrative expenses
- $786,421
- Total expenses
- $7,262,154
- Net increase / (decrease)
- $216,650
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Express Scripts, Inc. | NONE | $993,247 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $105,900 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $47,704 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $33,191 | not reported in the loaded dataset | 2023 |
| Saveon Sp | NONE | $32,074 | not reported in the loaded dataset | 2023 |
| American Health Holdings, Inc. | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue Llp | NONE | $21,741 | not reported in the loaded dataset | 2023 |
| Basys | NONE | $21,161 | $0 | 2023 |
| Us Real Estate Investment Fund | NONE | $17,840 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Livongo | NONE | $14,721 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $5,173 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Automatic Sprinkler Metal Trades Welfare Fd Jt Brd
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Landover, MD
- Express Scripts, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Saveon Sp — Schedule C compensation
- American Health Holdings, Inc. — Schedule C compensation
- O'Donoghue & O'Donoghue Llp — Schedule C compensation
- Basys — Schedule C compensation
- Us Real Estate Investment Fund — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Livongo — Schedule C compensation
- Comerica Bank — Schedule C compensation