National Automatic Sprinkler Industry Fund Office Employees Pension Plan — Form 5500 plan (Joint Board Of Trustees Of National Automatic Sprinkler Industry Welfa)

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 Industry Fund Office Employees Pension Plan is a benefit plan reported by Joint Board Of Trustees Of National Automatic Sprinkler Industry Welfa under EIN 53-0215881 and plan number 002. The latest loaded filing year is 2023. The filing reports 133 participants and $31,850,494 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joint Board Of Trustees Of National Automatic Sprinkler Industry Welfa
EIN
53-0215881
Plan number
002
Plan type
1
Location
Landover, MD
Latest filing year
2023
Participants
133
End-of-year plan assets
$31,850,494

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20241009124049NAL0019181553004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,850,494
Total liabilities (EOY)
$14,510
Net assets (EOY)
$31,835,984
Net assets (BOY)
$31,176,727

Income & contributions

Employer contributions
$880,000
Total contributions
$880,000
Total income / additions
$2,697,163

Expenses & distributions

Benefits paid
$1,853,366
Administrative expenses
$184,540
Total expenses
$2,037,906
Net increase / (decrease)
$659,257

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jp MorganNONE$55,104$02023
Calibre Cpa Group, Pllc.NONE$26,431not reported in the loaded dataset2023
Investment Performance ServicesNONE$15,000not reported in the loaded dataset2023

Related Form 5500 pages