Plan5500

Umwa-Bcoa Training And Education Fund — Form 5500 plan (Board Of Trustees, Umwa-Bcoa Training And Education Fund)

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, Umwa-Bcoa Training And Education Fund is a benefit plan reported by Board Of Trustees, Umwa-Bcoa Training And Education Fund under EIN 52-1599698 and plan number 501. The latest loaded filing year is 2023. The filing reports 51 participants and $6,113,042 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, Umwa-Bcoa Training And Education Fund
EIN
52-1599698
Plan number
501
Plan type
1
Location
Triangle, VA
Latest filing year
2023
Participants
51
End-of-year plan assets
$6,113,042

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202351H, C20241107094956NAL0016625680001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,113,042
Total liabilities (EOY)
$89,002
Net assets (EOY)
$6,024,040
Net assets (BOY)
$6,008,346

Income & contributions

Total contributions
$0
Total income / additions
$533,032

Expenses & distributions

Benefits paid
$240,616
Administrative expenses
$276,722
Total expenses
$517,338
Net increase / (decrease)
$15,694

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Remote Vision, LLCNONE$67,000not reported in the loaded dataset2023
Withumsmith+Brown, P.C.NONE$33,230not reported in the loaded dataset2023
VanguardNONE$29,903$02023
Jerry JonesTRUSTEE$25,000not reported in the loaded dataset2023
Thomas MeansTRUSTEE$25,000not reported in the loaded dataset2023
Comprehensive Health Plan Systems INONE$18,000not reported in the loaded dataset2023
Crowell Morning LlpNONE$9,232not reported in the loaded dataset2023
Mooney, Green, Baker, & Saidon, P.CNONE$6,166not reported in the loaded dataset2023

Related Form 5500 pages