Bmwed Health Fund — Form 5500 plan (Brotherhood Maintenance Of Way Employes Division Of Ibt)
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, Bmwed Health Fund is a benefit plan reported by Brotherhood Maintenance Of Way Employes Division Of Ibt under EIN 38-6004309 and plan number 501. The latest loaded filing year is 2023. The filing reports 156 participants and $5,069,536 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brotherhood Maintenance Of Way Employes Division Of Ibt
- EIN
- 38-6004309
- Plan number
- 501
- Plan type
- 2
- Location
- Novi, MI
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $5,069,536
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241014153009NAL0052912978005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,069,536
- Total liabilities (EOY)
- $322,368
- Net assets (EOY)
- $4,747,168
- Net assets (BOY)
- $2,809,851
Income & contributions
- Employer contributions
- $5,215,316
- Total contributions
- $5,215,316
- Total income / additions
- $5,465,568
Expenses & distributions
- Benefits paid
- $3,472,217
- Administrative expenses
- $56,034
- Total expenses
- $3,528,251
- Net increase / (decrease)
- $1,937,317
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clarence H Johnson, Cpa, Pc | not reported in the loaded dataset | $19,342 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | not reported in the loaded dataset | $11,277 | not reported in the loaded dataset | 2023 |
| Cheiron | not reported in the loaded dataset | $9,367 | not reported in the loaded dataset | 2023 |
| Flex Administrators, Inc. | not reported in the loaded dataset | $8,680 | not reported in the loaded dataset | 2023 |
| Herzfeld, Suetholz, Gastel, Leniski | not reported in the loaded dataset | $5,165 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brotherhood Maintenance Of Way Employes Division Of Ibt
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Novi, MI
- Clarence H Johnson, Cpa, Pc — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Cheiron — Schedule C compensation
- Flex Administrators, Inc. — Schedule C compensation
- Herzfeld, Suetholz, Gastel, Leniski — Schedule C compensation