2023 Form 5500 filing — Blet Disability And Welfare Benefit Trust Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729234930NAL0011500643001) for Blet Disability And Welfare Benefit Trust Fund, reported by Brotherhood Of Locomotive Engineers And Trainmen under EIN 30-0262584 and plan number 501. It reports 10,015 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729234930NAL0011500643001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Brotherhood Of Locomotive Engineers And Trainmen
- EIN
- 30-0262584
- Plan number
- 501
- Location
- Independence, OH
- Participants
- 10,015
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,262,614
- Total liabilities (EOY)
- $505,514
- Net assets (EOY)
- $17,757,100
- Employer contributions
- $4,930,020
- Participant contributions
- $888,655
- Total income / additions
- $8,350,450
- Benefits paid
- $5,618,656
- Administrative expenses
- $437,682
- Total expenses
- $6,056,338
- Net increase / (decrease)
- $2,294,112
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stealth Partner Group | not reported in the loaded dataset | $276,637 | not reported in the loaded dataset |
| Ml, Pierce, Fenner And Smith | not reported in the loaded dataset | $114,446 | $0 |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $23,100 | not reported in the loaded dataset |
| Eberts & Harrison | not reported in the loaded dataset | $15,139 | not reported in the loaded dataset |