2023 Form 5500 filing — Smw Local 24 Supplemental Unemployment Benefit 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 20250317143149NAL0003850786001) for Smw Local 24 Supplemental Unemployment Benefit Fund, reported by Smw Local 24 Supplemental Unemploy Benefit Fund Board Of Trustees under EIN 31-1383887 and plan number 501. It reports 637 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317143149NAL0003850786001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Smw Local 24 Supplemental Unemploy Benefit Fund Board Of Trustees
- EIN
- 31-1383887
- Plan number
- 501
- Location
- Cincinnati, OH
- Participants
- 637
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,586,146
- Total liabilities (EOY)
- $45,783
- Net assets (EOY)
- $3,540,363
- Employer contributions
- $383,900
- Total income / additions
- $574,153
- Benefits paid
- $248,326
- Administrative expenses
- $80,239
- Total expenses
- $328,565
- Net increase / (decrease)
- $245,588
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cai Insurance Dba Aebs | NONE | $22,402 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | NONE | $13,513 | not reported in the loaded dataset |
| Ledbetter Partners LLC | NONE | $12,001 | not reported in the loaded dataset |
| Souders Administration Services | NONE | $11,313 | not reported in the loaded dataset |
| Key Bank | NONE | $7,803 | not reported in the loaded dataset |