Blet Disability And Welfare Benefit Trust Fund — Form 5500 plan (Brotherhood Of Locomotive Engineers And Trainmen)
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, Blet Disability And Welfare Benefit Trust Fund is a benefit plan reported by Brotherhood Of Locomotive Engineers And Trainmen under EIN 30-0262584 and plan number 501. The latest loaded filing year is 2023. The filing reports 10,015 participants and $18,262,614 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brotherhood Of Locomotive Engineers And Trainmen
- EIN
- 30-0262584
- Plan number
- 501
- Plan type
- 1
- Location
- Independence, OH
- Latest filing year
- 2023
- Participants
- 10,015
- End-of-year plan assets
- $18,262,614
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,015 | H, C | 20240729234930NAL0011500643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,262,614
- Total liabilities (EOY)
- $505,514
- Net assets (EOY)
- $17,757,100
- Net assets (BOY)
- $15,462,988
Income & contributions
- Employer contributions
- $4,930,020
- Participant contributions
- $888,655
- Total contributions
- $5,818,675
- Total income / additions
- $8,350,450
Expenses & distributions
- Benefits paid
- $5,618,656
- Administrative expenses
- $437,682
- Total expenses
- $6,056,338
- Net increase / (decrease)
- $2,294,112
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stealth Partner Group | not reported in the loaded dataset | $276,637 | not reported in the loaded dataset | 2023 |
| Ml, Pierce, Fenner And Smith | not reported in the loaded dataset | $114,446 | $0 | 2023 |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $23,100 | not reported in the loaded dataset | 2023 |
| Eberts & Harrison | not reported in the loaded dataset | $15,139 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brotherhood Of Locomotive Engineers And Trainmen
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Independence, OH
- Stealth Partner Group — Schedule C compensation
- Ml, Pierce, Fenner And Smith — Schedule C compensation
- Ciuni & Panichi, Inc. — Schedule C compensation
- Eberts & Harrison — Schedule C compensation