Trustees - U.A. Local Union No. 614 Health And Welfare Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Trustees - U.A. Local Union No. 614 Health And Welfare Fund (EIN 62-0637976) is a plan sponsor located in Goodlettsville, TN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
62-0637976
Location
Goodlettsville, TN
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,107,535
Total reported liabilities (EOY)
$6,270,590
Total reported net assets (EOY)
$5,836,945

Contributions & income

Employer contributions
$10,538,329
Participant contributions
$502,472
Total income / additions
$11,340,876

Expenses & distributions

Benefits paid / distributions
$7,706,545
Total expenses
$8,474,253
Net increase / (decrease)
$2,866,623

Coverage

Total reported participants
636
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Trustees - U.A. Local Union No. 614 Health And Welfare Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
U.A. Local Union No. 614 Health And Welfare Fund501636$12,107,5352023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Trustees - U.A. Local Union No. 614 Health And Welfare Fund
YearPlanParticipantsSchedulesFiling
2023U.A. Local Union No. 614 Health And Welfare Fund636H, C20250115172847NAL0022002673001

Related Form 5500 pages