2023 Form 5500 filing — Iamaw Great Lakes Joint Retirement Plan
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 20241007141604NAL0016219185001) for Iamaw Great Lakes Joint Retirement Plan, reported by International Association Of Machinists under EIN 38-2614719 and plan number 005. It reports 631 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007141604NAL0016219185001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Association Of Machinists
- EIN
- 38-2614719
- Plan number
- 005
- Location
- Troy, MI
- Participants
- 631
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,219,114
- Total liabilities (EOY)
- $16,667
- Net assets (EOY)
- $63,202,447
- Employer contributions
- $416,918
- Participant contributions
- $452,630
- Total income / additions
- $12,135,879
- Benefits paid
- $6,959,129
- Administrative expenses
- $191,208
- Total expenses
- $7,150,337
- Net increase / (decrease)
- $4,985,542
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NON1E KNOWN | $122,316 | not reported in the loaded dataset |
| Washington Street Insurance Group | NONE KNOWN | $24,676 | not reported in the loaded dataset |
| Novara, Tesija, Catenacci, Mcdonald | NONE KNOWN | $19,581 | not reported in the loaded dataset |
| Wrubel Wesley And Company Cpas | NONE KNOWN | $13,805 | not reported in the loaded dataset |
| Greystone Consulting Group | NONE KNOWN | $6,250 | not reported in the loaded dataset |