2023 Form 5500 filing — Supplemental Unemployment Benefit Fund Of The Electrical Industry

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 20250211081506NAL0019376577001) for Supplemental Unemployment Benefit Fund Of The Electrical Industry, reported by Board Of Trustees, Supplemental Unemployment Benefit Fund Of The under EIN 38-6080379 and plan number 502. It reports 5,474 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250211081506NAL0019376577001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees, Supplemental Unemployment Benefit Fund Of The
EIN
38-6080379
Plan number
502
Location
Madison Heights, MI
Participants
5,474
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$57,269,232
Total liabilities (EOY)
$76,391
Net assets (EOY)
$57,192,841
Employer contributions
$826,481
Total income / additions
$4,684,819
Benefits paid
$1,998,599
Administrative expenses
$577,302
Total expenses
$2,575,901
Net increase / (decrease)
$2,108,918
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Boyd Waterson Asset Managment, LLCNONE$80,343not reported in the loaded dataset
Nepc, LLCNONE$78,150not reported in the loaded dataset
Cheryl ThomasEMPLOYEE (WAGES PAID)$69,163not reported in the loaded dataset
E Craig YoungEMPLOYEE (WAGES PAID)$33,737not reported in the loaded dataset
Mcclain Smith & Wenz PcNONE$21,241not reported in the loaded dataset
Benesys IncNONE$18,966not reported in the loaded dataset
Watkins Pawlick Calati & Prifti, PcNONE$11,236not reported in the loaded dataset
Comerica BankNONE$11,175$0
SolxsysNONE$10,130not reported in the loaded dataset
UllicoNONE$8,448not reported in the loaded dataset
J P Morgan Chase BankNONE$5,062not reported in the loaded dataset

Related Form 5500 pages