Specialties And Paper Products Local Union 527 Health And Welfare Fund — Form 5500 plan (Specialties And Paper Products 527 Health And Welfare 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, Specialties And Paper Products Local Union 527 Health And Welfare Fund is a benefit plan reported by Specialties And Paper Products 527 Health And Welfare Fund under EIN 58-1164035 and plan number 501. The latest loaded filing year is 2023. The filing reports 273 participants and $13,214,440 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Specialties And Paper Products 527 Health And Welfare Fund
- EIN
- 58-1164035
- Plan number
- 501
- Plan type
- 1
- Location
- Mableton, GA
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $13,214,440
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20250616151556NAL0001076689002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,214,440
- Total liabilities (EOY)
- $397,905
- Net assets (EOY)
- $12,816,535
- Net assets (BOY)
- $11,144,798
Income & contributions
- Employer contributions
- $2,279,463
- Participant contributions
- $757,727
- Total contributions
- $3,037,190
- Total income / additions
- $4,027,208
Expenses & distributions
- Benefits paid
- $1,781,134
- Administrative expenses
- $574,337
- Total expenses
- $2,355,471
- Net increase / (decrease)
- $1,671,737
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Debra Bailey | EMPLOYEE | $92,620 | not reported in the loaded dataset | 2023 |
| Sabrina Walker | EMPLOYEE | $57,083 | not reported in the loaded dataset | 2023 |
| India Brewster | EMPLOYEE | $55,898 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | INVESTMENT MANAGEMENT | $48,863 | not reported in the loaded dataset | 2023 |
| Steven D Eisenberg Cpa Pa | AUDITOR | $20,197 | not reported in the loaded dataset | 2023 |
| Jenkins & Associates | CONSULTANT | $18,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Specialties And Paper Products 527 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Mableton, GA
- Debra Bailey — Schedule C compensation
- Sabrina Walker — Schedule C compensation
- India Brewster — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Steven D Eisenberg Cpa Pa — Schedule C compensation
- Jenkins & Associates — Schedule C compensation