Smw Local 24 Supplemental Unemployment Benefit Fund — Form 5500 plan (Smw Local 24 Supplemental Unemploy Benefit Fund Board Of Trustees)
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, Smw Local 24 Supplemental Unemployment Benefit Fund is a benefit plan reported by Smw Local 24 Supplemental Unemploy Benefit Fund Board Of Trustees under EIN 31-1383887 and plan number 501. The latest loaded filing year is 2023. The filing reports 637 participants and $3,586,146 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smw Local 24 Supplemental Unemploy Benefit Fund Board Of Trustees
- EIN
- 31-1383887
- Plan number
- 501
- Plan type
- 1
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 637
- End-of-year plan assets
- $3,586,146
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 637 | H, C | 20250317143149NAL0003850786001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,586,146
- Total liabilities (EOY)
- $45,783
- Net assets (EOY)
- $3,540,363
- Net assets (BOY)
- $3,294,775
Income & contributions
- Employer contributions
- $383,900
- Total contributions
- $383,900
- Total income / additions
- $574,153
Expenses & distributions
- Benefits paid
- $248,326
- Administrative expenses
- $80,239
- Total expenses
- $328,565
- Net increase / (decrease)
- $245,588
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cai Insurance Dba Aebs | NONE | $22,402 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $13,513 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners LLC | NONE | $12,001 | not reported in the loaded dataset | 2023 |
| Souders Administration Services | NONE | $11,313 | not reported in the loaded dataset | 2023 |
| Key Bank | NONE | $7,803 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smw Local 24 Supplemental Unemploy Benefit Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Cai Insurance Dba Aebs — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation
- Ledbetter Partners LLC — Schedule C compensation
- Souders Administration Services — Schedule C compensation
- Key Bank — Schedule C compensation