Iue-Cwa Gm Bankruptcy Claim Trust — Form 5500 plan (Iue-Cwa)
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, Iue-Cwa Gm Bankruptcy Claim Trust is a benefit plan reported by Iue-Cwa under EIN 36-4684058 and plan number 501. The latest loaded filing year is 2023. The filing reports 9,002 participants and $130,327,730 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iue-Cwa
- EIN
- 36-4684058
- Plan number
- 501
- Plan type
- 2
- Location
- Beavercreek, OH
- Latest filing year
- 2023
- Participants
- 9,002
- End-of-year plan assets
- $130,327,730
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,002 | H, C | 20241105164506NAL0004758515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,327,730
- Total liabilities (EOY)
- $2,814,147
- Net assets (EOY)
- $127,513,583
- Net assets (BOY)
- $131,435,871
Income & contributions
- Total income / additions
- $12,367,814
Expenses & distributions
- Benefits paid
- $14,646,524
- Administrative expenses
- $1,643,578
- Total expenses
- $16,290,102
- Net increase / (decrease)
- -$3,922,288
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| James Clark | NONE | $222,308 | not reported in the loaded dataset | 2023 |
| Katelin A. Mantia | NONE | $125,196 | not reported in the loaded dataset | 2023 |
| Megan Lombardo | NONE | $123,917 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Hammerman, Graf, Hughes & Co., Inc. | NONE | $32,600 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $24,585 | not reported in the loaded dataset | 2023 |
| Marcus Steve Lykins | TRUSTEE | $20,000 | not reported in the loaded dataset | 2023 |
| Peter Mitchell | TRUSTEE | $20,000 | not reported in the loaded dataset | 2023 |
| Leslie Cash | TRUSTEE | $20,000 | not reported in the loaded dataset | 2023 |
| Marlane Bengry | TRUSTEE | $20,000 | not reported in the loaded dataset | 2023 |
| Nan Whaley | TRUSTEE | $20,000 | not reported in the loaded dataset | 2023 |
| Greentree Group | NONE | $13,042 | not reported in the loaded dataset | 2023 |
| Red Hawk Technologies LLC | NONE | $8,160 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi LLC | not reported in the loaded dataset | $5,483 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iue-Cwa
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Beavercreek, OH
- James Clark — Schedule C compensation
- Katelin A. Mantia — Schedule C compensation
- Megan Lombardo — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Hammerman, Graf, Hughes & Co., Inc. — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Marcus Steve Lykins — Schedule C compensation
- Peter Mitchell — Schedule C compensation
- Leslie Cash — Schedule C compensation
- Marlane Bengry — Schedule C compensation
- Nan Whaley — Schedule C compensation
- Greentree Group — Schedule C compensation
- Red Hawk Technologies LLC — Schedule C compensation
- Ledbetter Parisi LLC — Schedule C compensation