2023 Form 5500 filing — Swedish Match Union Retiree Medical 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 20241030200549NAL0000940545001) for Swedish Match Union Retiree Medical Plan, reported by Swedish Match North America LLC under EIN 62-1257378 and plan number 519. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241030200549NAL0000940545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swedish Match North America LLC
- EIN
- 62-1257378
- Plan number
- 519
- Location
- Richmond, VA
- Participants
- 211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,470,189
- Total liabilities (EOY)
- $257,154
- Net assets (EOY)
- $1,213,035
- Participant contributions
- $75,504
- Total income / additions
- $187,979
- Benefits paid
- $1,206,472
- Administrative expenses
- $88,718
- Total expenses
- $1,295,190
- Net increase / (decrease)
- -$1,107,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments | CONSULTING | $15,000 | not reported in the loaded dataset |
| Anthem | CLAIMS PROCESS | $6,258 | not reported in the loaded dataset |
| Pbmares | NONE | $5,093 | not reported in the loaded dataset |