2023 Form 5500 filing — Iue-Cwa Gm Bankruptcy Claim 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 20241105164506NAL0004758515001) for Iue-Cwa Gm Bankruptcy Claim Trust, reported by Iue-Cwa under EIN 36-4684058 and plan number 501. It reports 9,002 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241105164506NAL0004758515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iue-Cwa
- EIN
- 36-4684058
- Plan number
- 501
- Location
- Beavercreek, OH
- Participants
- 9,002
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,327,730
- Total liabilities (EOY)
- $2,814,147
- Net assets (EOY)
- $127,513,583
- Total income / additions
- $12,367,814
- Benefits paid
- $14,646,524
- Administrative expenses
- $1,643,578
- Total expenses
- $16,290,102
- Net increase / (decrease)
- -$3,922,288
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| James Clark | NONE | $222,308 | not reported in the loaded dataset |
| Katelin A. Mantia | NONE | $125,196 | not reported in the loaded dataset |
| Megan Lombardo | NONE | $123,917 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $100,000 | not reported in the loaded dataset |
| Hammerman, Graf, Hughes & Co., Inc. | NONE | $32,600 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $24,585 | not reported in the loaded dataset |
| Marcus Steve Lykins | TRUSTEE | $20,000 | not reported in the loaded dataset |
| Peter Mitchell | TRUSTEE | $20,000 | not reported in the loaded dataset |
| Leslie Cash | TRUSTEE | $20,000 | not reported in the loaded dataset |
| Marlane Bengry | TRUSTEE | $20,000 | not reported in the loaded dataset |
| Nan Whaley | TRUSTEE | $20,000 | not reported in the loaded dataset |
| Greentree Group | NONE | $13,042 | not reported in the loaded dataset |
| Red Hawk Technologies LLC | NONE | $8,160 | not reported in the loaded dataset |
| Ledbetter Parisi LLC | not reported in the loaded dataset | $5,483 | not reported in the loaded dataset |