2023 Form 5500 filing — Northwest Airlines Section 1114 Veba 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 20250217113101NAL0001169363001) for Northwest Airlines Section 1114 Veba Trust, reported by Northwest Airlines Section 1114 Veba Trust Retiree Committee under EIN 26-0234311 and plan number 501. It reports 395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217113101NAL0001169363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwest Airlines Section 1114 Veba Trust Retiree Committee
- EIN
- 26-0234311
- Plan number
- 501
- Location
- Pueblo, CO
- Participants
- 395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,215,660
- Total liabilities (EOY)
- $30,920
- Net assets (EOY)
- $11,184,740
- Total income / additions
- $557,678
- Benefits paid
- $1,364,518
- Administrative expenses
- $662,422
- Total expenses
- $2,026,940
- Net increase / (decrease)
- -$1,469,262
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marvin Sandrin | TRUSTEE | $96,000 | not reported in the loaded dataset |
| The Segal Company | NONE | $81,674 | not reported in the loaded dataset |
| Arlo Bertsch | TRUSTEE | $76,200 | not reported in the loaded dataset |
| John Pauly | TRUSTEE | $76,200 | not reported in the loaded dataset |
| William Cameron | TRUSTEE | $76,200 | not reported in the loaded dataset |
| Eileen Halverson | TRUSTEE | $76,200 | not reported in the loaded dataset |
| The Segal Advisors, Inc | NONE | $45,000 | not reported in the loaded dataset |
| Disciplined Benefit Services, Inc. | NONE | $44,807 | not reported in the loaded dataset |
| Bdo Usa P.C. | NONE | $28,842 | not reported in the loaded dataset |
| Jenner & Block Llp | NONE | $10,790 | not reported in the loaded dataset |
| State Street Global Advisors | TRUSTEE | $7,835 | $0 |