National Asbestos Workers Medical Fund — Form 5500 plan (National Asbestos Workers Medical Fund Fund Board Of Trustees)
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 Asbestos Workers Medical Fund is a benefit plan reported by National Asbestos Workers Medical Fund Fund Board Of Trustees under EIN 52-6038498 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,228 participants and $68,773,367 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Asbestos Workers Medical Fund Fund Board Of Trustees
- EIN
- 52-6038498
- Plan number
- 501
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 4,228
- End-of-year plan assets
- $68,773,367
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,228 | H, C | 20250512171955NAL0027077920001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,773,367
- Total liabilities (EOY)
- $10,576,345
- Net assets (EOY)
- $58,197,022
- Net assets (BOY)
- $51,869,477
Income & contributions
- Employer contributions
- $53,508,817
- Participant contributions
- $7,637,603
- Total contributions
- $61,146,420
- Total income / additions
- $69,412,767
Expenses & distributions
- Benefits paid
- $58,836,918
- Administrative expenses
- $4,248,304
- Total expenses
- $63,085,222
- Net increase / (decrease)
- $6,327,545
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Employee Benefits Administ | NONE | $1,555,560 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue | NONE | $147,547 | not reported in the loaded dataset | 2023 |
| Crescent Mezzanine Partners Lp | NONE | $145,437 | $0 | 2023 |
| Calibre Cpa Group, Pllc | NONE | $89,734 | not reported in the loaded dataset | 2023 |
| Pnc | NONE | $64,634 | not reported in the loaded dataset | 2023 |
| Bha Consulting LLC | NONE | $59,356 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $57,358 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $49,743 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate | NONE | $42,587 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Hamilton Lane | NONE | $33,805 | $0 | 2023 |
| Top Drawer Media Solutions | NONE | $28,917 | not reported in the loaded dataset | 2023 |
| Withumsmith + Brown Pc | NONE | $25,864 | not reported in the loaded dataset | 2023 |
| Boston Partners | NONE | $14,291 | not reported in the loaded dataset | 2023 |
| Venable Law Firm, P.A. | NONE | $13,665 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor, Cpa | NONE | $10,313 | not reported in the loaded dataset | 2023 |
| Blackstone Real Estate Debt Strateg | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Asbestos Workers Medical Fund Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- National Employee Benefits Administ — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Crescent Mezzanine Partners Lp — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Pnc — Schedule C compensation
- Bha Consulting LLC — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- National Investment Services — Schedule C compensation
- Intercontinental Real Estate — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Hamilton Lane — Schedule C compensation
- Top Drawer Media Solutions — Schedule C compensation
- Withumsmith + Brown Pc — Schedule C compensation
- Boston Partners — Schedule C compensation
- Venable Law Firm, P.A. — Schedule C compensation
- Daniels, Irwin & Aylor, Cpa — Schedule C compensation
- Blackstone Real Estate Debt Strateg — Schedule C compensation