Swedish Match Union Retiree Medical Plan — Form 5500 plan (Swedish Match North America 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, Swedish Match Union Retiree Medical Plan is a benefit plan reported by Swedish Match North America LLC under EIN 62-1257378 and plan number 519. The latest loaded filing year is 2023. The filing reports 211 participants and $1,470,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swedish Match North America LLC
- EIN
- 62-1257378
- Plan number
- 519
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 211
- End-of-year plan assets
- $1,470,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20241030200549NAL0000940545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,470,189
- Total liabilities (EOY)
- $257,154
- Net assets (EOY)
- $1,213,035
- Net assets (BOY)
- $2,320,246
Income & contributions
- Participant contributions
- $75,504
- Total contributions
- $84,671
- Total income / additions
- $187,979
Expenses & distributions
- Benefits paid
- $1,206,472
- Administrative expenses
- $88,718
- Total expenses
- $1,295,190
- Net increase / (decrease)
- -$1,107,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments | CONSULTING | $15,000 | not reported in the loaded dataset | 2023 |
| Anthem | CLAIMS PROCESS | $6,258 | not reported in the loaded dataset | 2023 |
| Pbmares | NONE | $5,093 | not reported in the loaded dataset | 2023 |