2023 Form 5500 filing — Service Workers Training And Education Partnership 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 20241015105735NAL0047466576001) for Service Workers Training And Education Partnership Fund, reported by Board Of Trustees Of The Service Workers Training And Education Pa under EIN 81-2503587 and plan number 502. It reports 3,156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105735NAL0047466576001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Service Workers Training And Education Pa
- EIN
- 81-2503587
- Plan number
- 502
- Location
- Phoenix, AZ
- Participants
- 3,156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,833,856
- Total liabilities (EOY)
- $941,739
- Net assets (EOY)
- $3,892,117
- Employer contributions
- $667,861
- Total income / additions
- $1,321,675
- Benefits paid
- $649,271
- Administrative expenses
- $342,027
- Total expenses
- $991,298
- Net increase / (decrease)
- $330,377
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Unite Here | NONE | $96,807 | not reported in the loaded dataset |
| Blackhawk Engagement Solutions | NONE | $96,703 | not reported in the loaded dataset |
| Claire Kevill | NONE | $71,448 | not reported in the loaded dataset |
| First Baptist Church Silver Spring | NONE | $66,783 | not reported in the loaded dataset |
| Scott Ulen | PLAN EMPLOYEE | $54,338 | not reported in the loaded dataset |
| Morgan Bengel | PLAN EMPLOYEE | $48,421 | not reported in the loaded dataset |
| Mccracken, Stemerman & Holsberry | NONE | $42,162 | not reported in the loaded dataset |
| Withum, Smith & Brown, Pc | NONE | $39,754 | not reported in the loaded dataset |
| Tijana Kapetanovic | PLAN EMPLOYEE | $35,750 | not reported in the loaded dataset |
| Carday Associates, Inc. | NONE | $27,567 | not reported in the loaded dataset |
| Segal Select Insurance, Inc | NONE | $17,044 | $0 |
| Billingual Hospitality Training | NONE | $15,735 | not reported in the loaded dataset |
| Viviana Alvarez | NONE | $11,384 | not reported in the loaded dataset |
| M&T Trust Company | NONE | $9,805 | not reported in the loaded dataset |
| Paychex | NONE | $9,617 | not reported in the loaded dataset |
| Abp Executive Solutions | NONE | $7,260 | not reported in the loaded dataset |
| American Graphics Printing Co. | NONE | $6,301 | not reported in the loaded dataset |
| Anna Donohoe | PLAN EMPLOYEE | $5,418 | not reported in the loaded dataset |
| Conifer | NONE | $5,000 | not reported in the loaded dataset |