Iamaw Local No. 2575 - Air Wisconsin Airlines Retirement Plan And Trust — Form 5500 plan (Air Wisconsin Airlines LLC)
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, Iamaw Local No. 2575 - Air Wisconsin Airlines Retirement Plan And Trust is a benefit plan reported by Air Wisconsin Airlines LLC under EIN 39-1767281 and plan number 008. The latest loaded filing year is 2023. The filing reports 359 participants and $25,729,589 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$25.7MPlan net assets, end of year$25,729,589
Participants359Covered participants reported
Assets / participant$71.7KComputed: assets ÷ participants$71,670 (computed)
Provider compensation$81.8K2 Schedule C provider row(s)$81,832
- Plan sponsor
- Air Wisconsin Airlines LLC
- EIN
- 39-1767281
- Plan number
- 008
- Plan type
- 2
- Location
- Appleton, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 359 | H, C | 20241014140944NAL0015075123003 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$25.7M total assets
Net assets$25.7MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $25,729,589
- Net assets (EOY)
- $25,729,589
- Net assets (BOY)
- $25,965,355
Income & contributions
- Employer contributions
- $281,162
- Participant contributions
- $930,777
- Total contributions
- $1,211,939
- Total income / additions
- $4,806,667
Expenses & distributions
- Benefits paid
- $4,962,589
- Administrative expenses
- $81,838
- Total expenses
- $5,044,427
- Net increase / (decrease)
- -$237,760
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc | NONE | $48,580 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $33,252 | not reported in the loaded dataset | 2023 |