2023 Form 5500 filing — Warehouse Employees Union Local No.730 Health And Welfare Trust Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240830093358NAL0029666562003) for Warehouse Employees Union Local No.730 Health And Welfare Trust Fund, reported by Bd Of Trustees Warehouse Empl.Union Local No. 730 Health And Welfare T under EIN 52-6058419 and plan number 501. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240830093358NAL0029666562003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Warehouse Empl.Union Local No. 730 Health And Welfare T
- EIN
- 52-6058419
- Plan number
- 501
- Location
- Sparks, MD
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,958,992
- Total liabilities (EOY)
- $367,325
- Net assets (EOY)
- $23,591,667
- Employer contributions
- $5,927,086
- Participant contributions
- $21,373
- Total income / additions
- $6,986,227
- Benefits paid
- $2,550,205
- Administrative expenses
- $512,731
- Total expenses
- $3,062,936
- Net increase / (decrease)
- $3,923,291
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna | NONE | $113,143 | $0 |
| Associated Administrators | NONE | $102,187 | not reported in the loaded dataset |
| Morgan, Lewis, & Bockius, Llp | NONE | $67,228 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $44,363 | not reported in the loaded dataset |
| Investment Performance Service | NONE | $26,250 | not reported in the loaded dataset |
| Mooney, Green, Saindon, Murphy & We | NONE | $24,251 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $20,389 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $19,646 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $16,021 | not reported in the loaded dataset |
| Pnc | NONE | $15,714 | $0 |
| Blank Rome Llp | NONE | $14,200 | not reported in the loaded dataset |
| Pkf O'Connor Davies | NONE | $6,175 | not reported in the loaded dataset |
| The Segal Group | NONE | $5,279 | not reported in the loaded dataset |