2023 Form 5500 filing — National Asbestos Workers Medical 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 20250512171955NAL0027077920001) for National Asbestos Workers Medical Fund, reported by National Asbestos Workers Medical Fund Fund Board Of Trustees under EIN 52-6038498 and plan number 501. It reports 4,228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250512171955NAL0027077920001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- National Asbestos Workers Medical Fund Fund Board Of Trustees
- EIN
- 52-6038498
- Plan number
- 501
- Location
- Pembroke Pines, FL
- Participants
- 4,228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,773,367
- Total liabilities (EOY)
- $10,576,345
- Net assets (EOY)
- $58,197,022
- Employer contributions
- $53,508,817
- Participant contributions
- $7,637,603
- Total income / additions
- $69,412,767
- Benefits paid
- $58,836,918
- Administrative expenses
- $4,248,304
- Total expenses
- $63,085,222
- Net increase / (decrease)
- $6,327,545
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Employee Benefits Administ | NONE | $1,555,560 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $147,547 | not reported in the loaded dataset |
| Crescent Mezzanine Partners Lp | NONE | $145,437 | $0 |
| Calibre Cpa Group, Pllc | NONE | $89,734 | not reported in the loaded dataset |
| Pnc | NONE | $64,634 | not reported in the loaded dataset |
| Bha Consulting LLC | NONE | $59,356 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $57,358 | not reported in the loaded dataset |
| National Investment Services | NONE | $49,743 | not reported in the loaded dataset |
| Intercontinental Real Estate | NONE | $42,587 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $35,000 | not reported in the loaded dataset |
| Hamilton Lane | NONE | $33,805 | $0 |
| Top Drawer Media Solutions | NONE | $28,917 | not reported in the loaded dataset |
| Withumsmith + Brown Pc | NONE | $25,864 | not reported in the loaded dataset |
| Boston Partners | NONE | $14,291 | not reported in the loaded dataset |
| Venable Law Firm, P.A. | NONE | $13,665 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor, Cpa | NONE | $10,313 | not reported in the loaded dataset |
| Blackstone Real Estate Debt Strateg | NONE | $0 | $0 |