National Automatic Sprinkler Industry Welfare Fund — Form 5500 plan (National Auto Sprinkler Welfare Fund Joint 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 Automatic Sprinkler Industry Welfare Fund is a benefit plan reported by National Auto Sprinkler Welfare Fund Joint Board Of Trustees under EIN 53-0215881 and plan number 501. The latest loaded filing year is 2023. The filing reports 21,675 participants and $729,857,766 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Auto Sprinkler Welfare Fund Joint Board Of Trustees
EIN
53-0215881
Plan number
501
Plan type
1
Location
Landover, MD
Latest filing year
2023
Participants
21,675
End-of-year plan assets
$729,857,766

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202321,675H, C20241007092238NAL0015869361004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$729,857,766
Total liabilities (EOY)
$63,999,524
Net assets (EOY)
$665,858,242
Net assets (BOY)
$586,328,055

Income & contributions

Employer contributions
$335,685,214
Participant contributions
$17,425,906
Total contributions
$353,111,120
Total income / additions
$419,954,582

Expenses & distributions

Benefits paid
$295,240,063
Administrative expenses
$45,184,332
Total expenses
$340,424,395
Net increase / (decrease)
$79,530,187

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
SaveonspNONE$4,122,852not reported in the loaded dataset2023
American Health Holdings, Inc.NONE$746,948not reported in the loaded dataset2023
Hinge Health Inc.NONE$542,575not reported in the loaded dataset2023
Express Scripts, Inc.NONE$494,826not reported in the loaded dataset2023
The Segal Co.NONE$418,639not reported in the loaded dataset2023
O'Donoghue & O'DonoghueNONE$407,839not reported in the loaded dataset2023
Basys, Inc.NONE$352,477$02023
IntechNONE$295,168not reported in the loaded dataset2023
American Realty AdvisorsNONE$289,607not reported in the loaded dataset2023
Medical Review Institute Of AmericaNONE$277,495not reported in the loaded dataset2023
Intercontinental Real Estate CorporNONE$270,940not reported in the loaded dataset2023
Compsych CorporationNONE$250,000not reported in the loaded dataset2023
Calibre Cpa Group, PllcNONE$207,936not reported in the loaded dataset2023
Robert W Baird Co.NONE$204,091not reported in the loaded dataset2023
Western Asset ManagementNONE$161,140not reported in the loaded dataset2023
Nia PadmoreEMPLOYEE$151,150not reported in the loaded dataset2023
Change Healthcare OperationsNONE$149,364not reported in the loaded dataset2023
Healthlinx, LLCNONE$148,500not reported in the loaded dataset2023
Nixon Peabody, LlpNONE$147,745not reported in the loaded dataset2023
Smith GrahamNONE$147,407$02023
John EgerEMPLOYEE$142,207not reported in the loaded dataset2023
Patricia RandallEMPLOYEE$118,662not reported in the loaded dataset2023
Mary M. AnnanEMPLOYEE$109,160not reported in the loaded dataset2023
Loomis Sayles Trust CompanyNONE$94,100not reported in the loaded dataset2023
Bfi PrintingNONE$93,812not reported in the loaded dataset2023
Robert KaufmannEMPLOYEE$91,445not reported in the loaded dataset2023
Anna BosmansEMPLOYEE$87,436not reported in the loaded dataset2023
Diane JonesEMPLOYEE$83,865not reported in the loaded dataset2023
Latisha YoungEMPLOYEE$83,277not reported in the loaded dataset2023
Bonney MillerEMPLOYEE$80,972not reported in the loaded dataset2023
Nardia JosephsEMPLOYEE$80,746not reported in the loaded dataset2023
Lisa StathopoulosEMPLOYEE$74,739not reported in the loaded dataset2023
Varena MaysEMPLOYEE$69,948not reported in the loaded dataset2023
Constance BluntEMPLOYEE$69,580not reported in the loaded dataset2023
Madeline BrownEMPLOYEE$67,966not reported in the loaded dataset2023
Selina Rooths-BrownEMPLOYEE$67,653not reported in the loaded dataset2023
Lawrence WelshEMPLOYEE$66,700not reported in the loaded dataset2023
Neil WhiteEMPLOYEE$65,605not reported in the loaded dataset2023
Lynne LevereEMPLOYEE$60,466not reported in the loaded dataset2023
Whitney OkwuchiEMPLOYEE$59,761not reported in the loaded dataset2023
Clifton Larson Allen, LlpNONE$58,605not reported in the loaded dataset2023
Iron MountainNONE$58,116not reported in the loaded dataset2023
Ashley ProctorEMPLOYEE$53,288not reported in the loaded dataset2023
Marguerite FitchEMPLOYEE$52,587not reported in the loaded dataset2023
Nancy CornellEMPLOYEE$52,468not reported in the loaded dataset2023
Danitra RandallEMPLOYEE$52,019not reported in the loaded dataset2023
Shauntae TriplineEMPLOYEE$49,819not reported in the loaded dataset2023
Franca Soares De SouzaEMPLOYEE$48,181not reported in the loaded dataset2023
Investment Performance ServicesNONE$47,500not reported in the loaded dataset2023
Fannice BeckettEMPLOYEE$46,602not reported in the loaded dataset2023
Alicia CrawelyEMPLOYEE$45,818not reported in the loaded dataset2023
Health GaugeNONE$39,832not reported in the loaded dataset2023
Segal Marco AdvisorsNONE$35,820not reported in the loaded dataset2023
Comerica BankNONE$34,128$02023
Brittny LewisEMPLOYEE$32,125not reported in the loaded dataset2023
Richard WelshEMPLOYEE$31,378not reported in the loaded dataset2023
Ralph SanchezEMPLOYEE$30,511not reported in the loaded dataset2023
Catherine VarelliEMPLOYEE$29,279not reported in the loaded dataset2023
Nathaniel DavisEMPLOYEE$27,204not reported in the loaded dataset2023
Priority Legal ServicesNONE$10,675not reported in the loaded dataset2023
Taft Stettinius & Hollister, LlpNONE$10,627not reported in the loaded dataset2023
Wohlner Kaplon, Phillips Young & CNONE$9,538not reported in the loaded dataset2023
Segal Select Insurance ServicesNONE$0$8,9322023
Thrive Pass, Inc.NONE$7,500not reported in the loaded dataset2023

Related Form 5500 pages