Supplemental Unemployment Benefit Fund Of The Electrical Industry — Form 5500 plan (Board Of Trustees, Supplemental Unemployment Benefit Fund Of The)
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, Supplemental Unemployment Benefit Fund Of The Electrical Industry is a benefit plan reported by Board Of Trustees, Supplemental Unemployment Benefit Fund Of The under EIN 38-6080379 and plan number 502. The latest loaded filing year is 2023. The filing reports 5,474 participants and $57,269,232 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Supplemental Unemployment Benefit Fund Of The
- EIN
- 38-6080379
- Plan number
- 502
- Plan type
- 1
- Location
- Madison Heights, MI
- Latest filing year
- 2023
- Participants
- 5,474
- End-of-year plan assets
- $57,269,232
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,474 | H, C | 20250211081506NAL0019376577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,269,232
- Total liabilities (EOY)
- $76,391
- Net assets (EOY)
- $57,192,841
- Net assets (BOY)
- $55,083,923
Income & contributions
- Employer contributions
- $826,481
- Total contributions
- $826,481
- Total income / additions
- $4,684,819
Expenses & distributions
- Benefits paid
- $1,998,599
- Administrative expenses
- $577,302
- Total expenses
- $2,575,901
- Net increase / (decrease)
- $2,108,918
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boyd Waterson Asset Managment, LLC | NONE | $80,343 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $78,150 | not reported in the loaded dataset | 2023 |
| Cheryl Thomas | EMPLOYEE (WAGES PAID) | $69,163 | not reported in the loaded dataset | 2023 |
| E Craig Young | EMPLOYEE (WAGES PAID) | $33,737 | not reported in the loaded dataset | 2023 |
| Mcclain Smith & Wenz Pc | NONE | $21,241 | not reported in the loaded dataset | 2023 |
| Benesys Inc | NONE | $18,966 | not reported in the loaded dataset | 2023 |
| Watkins Pawlick Calati & Prifti, Pc | NONE | $11,236 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $11,175 | $0 | 2023 |
| Solxsys | NONE | $10,130 | not reported in the loaded dataset | 2023 |
| Ullico | NONE | $8,448 | not reported in the loaded dataset | 2023 |
| J P Morgan Chase Bank | NONE | $5,062 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Supplemental Unemployment Benefit Fund Of The
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Madison Heights, MI
- Boyd Waterson Asset Managment, LLC — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Cheryl Thomas — Schedule C compensation
- E Craig Young — Schedule C compensation
- Mcclain Smith & Wenz Pc — Schedule C compensation
- Benesys Inc — Schedule C compensation
- Watkins Pawlick Calati & Prifti, Pc — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Solxsys — Schedule C compensation
- Ullico — Schedule C compensation
- J P Morgan Chase Bank — Schedule C compensation