Service Workers Training And Education Partnership Fund — Form 5500 plan (Board Of Trustees Of The Service Workers Training And Education Pa)
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, Service Workers Training And Education Partnership Fund is a benefit plan reported by Board Of Trustees Of The Service Workers Training And Education Pa under EIN 81-2503587 and plan number 502. The latest loaded filing year is 2023. The filing reports 3,156 participants and $4,833,856 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Service Workers Training And Education Pa
- EIN
- 81-2503587
- Plan number
- 502
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 3,156
- End-of-year plan assets
- $4,833,856
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,156 | H, C | 20241015105735NAL0047466576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,833,856
- Total liabilities (EOY)
- $941,739
- Net assets (EOY)
- $3,892,117
- Net assets (BOY)
- $3,561,740
Income & contributions
- Employer contributions
- $667,861
- Total contributions
- $667,861
- Total income / additions
- $1,321,675
Expenses & distributions
- Benefits paid
- $649,271
- Administrative expenses
- $342,027
- Total expenses
- $991,298
- Net increase / (decrease)
- $330,377
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Unite Here | NONE | $96,807 | not reported in the loaded dataset | 2023 |
| Blackhawk Engagement Solutions | NONE | $96,703 | not reported in the loaded dataset | 2023 |
| Claire Kevill | NONE | $71,448 | not reported in the loaded dataset | 2023 |
| First Baptist Church Silver Spring | NONE | $66,783 | not reported in the loaded dataset | 2023 |
| Scott Ulen | PLAN EMPLOYEE | $54,338 | not reported in the loaded dataset | 2023 |
| Morgan Bengel | PLAN EMPLOYEE | $48,421 | not reported in the loaded dataset | 2023 |
| Mccracken, Stemerman & Holsberry | NONE | $42,162 | not reported in the loaded dataset | 2023 |
| Withum, Smith & Brown, Pc | NONE | $39,754 | not reported in the loaded dataset | 2023 |
| Tijana Kapetanovic | PLAN EMPLOYEE | $35,750 | not reported in the loaded dataset | 2023 |
| Carday Associates, Inc. | NONE | $27,567 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance, Inc | NONE | $17,044 | $0 | 2023 |
| Billingual Hospitality Training | NONE | $15,735 | not reported in the loaded dataset | 2023 |
| Viviana Alvarez | NONE | $11,384 | not reported in the loaded dataset | 2023 |
| M&T Trust Company | NONE | $9,805 | not reported in the loaded dataset | 2023 |
| Paychex | NONE | $9,617 | not reported in the loaded dataset | 2023 |
| Abp Executive Solutions | NONE | $7,260 | not reported in the loaded dataset | 2023 |
| American Graphics Printing Co. | NONE | $6,301 | not reported in the loaded dataset | 2023 |
| Anna Donohoe | PLAN EMPLOYEE | $5,418 | not reported in the loaded dataset | 2023 |
| Conifer | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Service Workers Training And Education Pa
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Unite Here — Schedule C compensation
- Blackhawk Engagement Solutions — Schedule C compensation
- Claire Kevill — Schedule C compensation
- First Baptist Church Silver Spring — Schedule C compensation
- Scott Ulen — Schedule C compensation
- Morgan Bengel — Schedule C compensation
- Mccracken, Stemerman & Holsberry — Schedule C compensation
- Withum, Smith & Brown, Pc — Schedule C compensation
- Tijana Kapetanovic — Schedule C compensation
- Carday Associates, Inc. — Schedule C compensation
- Segal Select Insurance, Inc — Schedule C compensation
- Billingual Hospitality Training — Schedule C compensation
- Viviana Alvarez — Schedule C compensation
- M&T Trust Company — Schedule C compensation
- Paychex — Schedule C compensation
- Abp Executive Solutions — Schedule C compensation
- American Graphics Printing Co. — Schedule C compensation
- Anna Donohoe — Schedule C compensation
- Conifer — Schedule C compensation