2023 Form 5500 filing — The Iam Local 2848 Ford Retirees Veba Trust
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 20241011104513NAL0022599857008) for The Iam Local 2848 Ford Retirees Veba Trust, reported by The Iam Local 2848 Ford Retirees Veba Trust under EIN 27-0937295 and plan number 501. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011104513NAL0022599857008
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Iam Local 2848 Ford Retirees Veba Trust
- EIN
- 27-0937295
- Plan number
- 501
- Location
- Brunswick, OH
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,938,020
- Total liabilities (EOY)
- $14,000
- Net assets (EOY)
- $17,924,020
- Participant contributions
- $14,308
- Total income / additions
- $1,286,961
- Benefits paid
- $650,234
- Administrative expenses
- $258,760
- Total expenses
- $908,994
- Net increase / (decrease)
- $377,967
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | INVESTMENT ADVISORY | $68,294 | $0 |
| Usi Consulting | ACTUARIAL & RECORDKEEPING | $63,445 | not reported in the loaded dataset |
| Assured Partners Of Ohio LLC | INSURANCE AGENT | $45,615 | $0 |
| Apple Growth Partners | ACCOUNTING AUDIT | $14,875 | not reported in the loaded dataset |
| Billings & Company Tax Service LLC | ACCOUNTING & TAX PREP | $6,575 | not reported in the loaded dataset |