2023 Form 5500 filing — Umwa-Bcoa Training And Education 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 20241107094956NAL0016625680001) for Umwa-Bcoa Training And Education Fund, reported by Board Of Trustees, Umwa-Bcoa Training And Education Fund under EIN 52-1599698 and plan number 501. It reports 51 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241107094956NAL0016625680001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Umwa-Bcoa Training And Education Fund
- EIN
- 52-1599698
- Plan number
- 501
- Location
- Triangle, VA
- Participants
- 51
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,113,042
- Total liabilities (EOY)
- $89,002
- Net assets (EOY)
- $6,024,040
- Total income / additions
- $533,032
- Benefits paid
- $240,616
- Administrative expenses
- $276,722
- Total expenses
- $517,338
- Net increase / (decrease)
- $15,694
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Remote Vision, LLC | NONE | $67,000 | not reported in the loaded dataset |
| Withumsmith+Brown, P.C. | NONE | $33,230 | not reported in the loaded dataset |
| Vanguard | NONE | $29,903 | $0 |
| Jerry Jones | TRUSTEE | $25,000 | not reported in the loaded dataset |
| Thomas Means | TRUSTEE | $25,000 | not reported in the loaded dataset |
| Comprehensive Health Plan Systems I | NONE | $18,000 | not reported in the loaded dataset |
| Crowell Morning Llp | NONE | $9,232 | not reported in the loaded dataset |
| Mooney, Green, Baker, & Saidon, P.C | NONE | $6,166 | not reported in the loaded dataset |