Northwest Airlines Section 1114 Veba Trust — Form 5500 plan (Northwest Airlines Section 1114 Veba Trust Retiree Committee)
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, Northwest Airlines Section 1114 Veba Trust is a benefit plan reported by Northwest Airlines Section 1114 Veba Trust Retiree Committee under EIN 26-0234311 and plan number 501. The latest loaded filing year is 2023. The filing reports 395 participants and $11,215,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwest Airlines Section 1114 Veba Trust Retiree Committee
- EIN
- 26-0234311
- Plan number
- 501
- Plan type
- 2
- Location
- Pueblo, CO
- Latest filing year
- 2023
- Participants
- 395
- End-of-year plan assets
- $11,215,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 395 | H, C | 20250217113101NAL0001169363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,215,660
- Total liabilities (EOY)
- $30,920
- Net assets (EOY)
- $11,184,740
- Net assets (BOY)
- $12,654,002
Income & contributions
- Total contributions
- $0
- Total income / additions
- $557,678
Expenses & distributions
- Benefits paid
- $1,364,518
- Administrative expenses
- $662,422
- Total expenses
- $2,026,940
- Net increase / (decrease)
- -$1,469,262
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marvin Sandrin | TRUSTEE | $96,000 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $81,674 | not reported in the loaded dataset | 2023 |
| Arlo Bertsch | TRUSTEE | $76,200 | not reported in the loaded dataset | 2023 |
| John Pauly | TRUSTEE | $76,200 | not reported in the loaded dataset | 2023 |
| William Cameron | TRUSTEE | $76,200 | not reported in the loaded dataset | 2023 |
| Eileen Halverson | TRUSTEE | $76,200 | not reported in the loaded dataset | 2023 |
| The Segal Advisors, Inc | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Disciplined Benefit Services, Inc. | NONE | $44,807 | not reported in the loaded dataset | 2023 |
| Bdo Usa P.C. | NONE | $28,842 | not reported in the loaded dataset | 2023 |
| Jenner & Block Llp | NONE | $10,790 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | TRUSTEE | $7,835 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwest Airlines Section 1114 Veba Trust Retiree Committee
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Pueblo, CO
- Marvin Sandrin — Schedule C compensation
- The Segal Company — Schedule C compensation
- Arlo Bertsch — Schedule C compensation
- John Pauly — Schedule C compensation
- William Cameron — Schedule C compensation
- Eileen Halverson — Schedule C compensation
- The Segal Advisors, Inc — Schedule C compensation
- Disciplined Benefit Services, Inc. — Schedule C compensation
- Bdo Usa P.C. — Schedule C compensation
- Jenner & Block Llp — Schedule C compensation
- State Street Global Advisors — Schedule C compensation