Western States Health And Welfare Trust Fund Of The Opeiu Trustees — 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, Western States Health And Welfare Trust Fund Of The Opeiu Trustees (EIN 93-6028906) is a plan sponsor located in Portland, OR 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
93-6028906
Location
Portland, OR
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$17,939,100
Total reported liabilities (EOY)
$3,237,719
Total reported net assets (EOY)
$14,701,381

Contributions & income

Employer contributions
$19,565,759
Participant contributions
$1,090,965
Total income / additions
$22,012,043

Expenses & distributions

Benefits paid / distributions
$20,534,915
Total expenses
$20,949,615
Net increase / (decrease)
$1,062,428

Coverage

Total reported participants
979
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

Western States Health And Welfare Trust Fund Of The Opeiu Trustees plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Western States Health And Welfare Trust Fund Of The Opeiu501979$17,939,1002023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Western States Health And Welfare Trust Fund Of The Opeiu Trustees
YearPlanParticipantsSchedulesFiling
2023Western States Health And Welfare Trust Fund Of The Opeiu979H, C20241216184505NAL0001439153001

Related Form 5500 pages