The Iam Local 2848 Ford Retirees Veba Trust — Form 5500 plan (The Iam Local 2848 Ford Retirees Veba Trust)
Plain-English plan 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, The Iam Local 2848 Ford Retirees Veba Trust is a benefit plan reported by The Iam Local 2848 Ford Retirees Veba Trust under EIN 27-0937295 and plan number 501. The latest loaded filing year is 2023. The filing reports 221 participants and $17,938,020 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Iam Local 2848 Ford Retirees Veba Trust
- EIN
- 27-0937295
- Plan number
- 501
- Plan type
- 2
- Location
- Brunswick, OH
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $17,938,020
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241011104513NAL0022599857008 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,938,020
- Total liabilities (EOY)
- $14,000
- Net assets (EOY)
- $17,924,020
- Net assets (BOY)
- $17,546,053
Income & contributions
- Participant contributions
- $14,308
- Total contributions
- $14,308
- Total income / additions
- $1,286,961
Expenses & distributions
- Benefits paid
- $650,234
- Administrative expenses
- $258,760
- Total expenses
- $908,994
- Net increase / (decrease)
- $377,967
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | INVESTMENT ADVISORY | $68,294 | $0 | 2023 |
| Usi Consulting | ACTUARIAL & RECORDKEEPING | $63,445 | not reported in the loaded dataset | 2023 |
| Assured Partners Of Ohio LLC | INSURANCE AGENT | $45,615 | $0 | 2023 |
| Apple Growth Partners | ACCOUNTING AUDIT | $14,875 | not reported in the loaded dataset | 2023 |
| Billings & Company Tax Service LLC | ACCOUNTING & TAX PREP | $6,575 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Iam Local 2848 Ford Retirees Veba Trust
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Brunswick, OH
- Cetera Advisor Networks LLC — Schedule C compensation
- Usi Consulting — Schedule C compensation
- Assured Partners Of Ohio LLC — Schedule C compensation
- Apple Growth Partners — Schedule C compensation
- Billings & Company Tax Service LLC — Schedule C compensation