Board Of Trustees U.A. Local No. 355 Health And Welfare Trust 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, Board Of Trustees U.A. Local No. 355 Health And Welfare Trust Fund (EIN 94-3254224) is a plan sponsor located in Alameda, CA 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
94-3254224
Location
Alameda, CA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,224,523
Total reported liabilities (EOY)
$327,714
Total reported net assets (EOY)
$9,896,809

Contributions & income

Employer contributions
$2,175,627
Total income / additions
$2,929,735

Expenses & distributions

Benefits paid / distributions
$1,827,706
Total expenses
$2,307,143
Net increase / (decrease)
$622,592

Coverage

Total reported participants
94
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

Board Of Trustees U.A. Local No. 355 Health And Welfare Trust Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
U. A. Local No. 355 Health And Welfare Plan50594$10,224,5232023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees U.A. Local No. 355 Health And Welfare Trust Fund
YearPlanParticipantsSchedulesFiling
2023U. A. Local No. 355 Health And Welfare Plan94H, C20250320181625NAL0007112657001

Related Form 5500 pages