2023 Form 5500 filing — Specialties And Paper Products Local Union 527 Health And Welfare 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 20250616151556NAL0001076689002) for Specialties And Paper Products Local Union 527 Health And Welfare Fund, reported by Specialties And Paper Products 527 Health And Welfare Fund under EIN 58-1164035 and plan number 501. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616151556NAL0001076689002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Specialties And Paper Products 527 Health And Welfare Fund
- EIN
- 58-1164035
- Plan number
- 501
- Location
- Mableton, GA
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,214,440
- Total liabilities (EOY)
- $397,905
- Net assets (EOY)
- $12,816,535
- Employer contributions
- $2,279,463
- Participant contributions
- $757,727
- Total income / additions
- $4,027,208
- Benefits paid
- $1,781,134
- Administrative expenses
- $574,337
- Total expenses
- $2,355,471
- Net increase / (decrease)
- $1,671,737
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Debra Bailey | EMPLOYEE | $92,620 | not reported in the loaded dataset |
| Sabrina Walker | EMPLOYEE | $57,083 | not reported in the loaded dataset |
| India Brewster | EMPLOYEE | $55,898 | not reported in the loaded dataset |
| Morgan Stanley | INVESTMENT MANAGEMENT | $48,863 | not reported in the loaded dataset |
| Steven D Eisenberg Cpa Pa | AUDITOR | $20,197 | not reported in the loaded dataset |
| Jenkins & Associates | CONSULTANT | $18,000 | not reported in the loaded dataset |