2023 Form 5500 filing — Usw District 10,Local 286, Health And Welfare 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 20240913151008NAL0005144579001) for Usw District 10,Local 286, Health And Welfare Fund, reported by Board Of Trustees Usw District 10, Local 286, under EIN 23-1661924 and plan number 501. It reports 1,478 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913151008NAL0005144579001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Usw District 10, Local 286,
- EIN
- 23-1661924
- Plan number
- 501
- Location
- Philadelphia, PA
- Participants
- 1,478
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,102,239
- Total liabilities (EOY)
- $1,628,231
- Net assets (EOY)
- $8,474,008
- Employer contributions
- $19,427,174
- Participant contributions
- $2,763
- Total income / additions
- $19,765,610
- Benefits paid
- $17,760,144
- Administrative expenses
- $846,449
- Total expenses
- $18,606,593
- Net increase / (decrease)
- $1,159,017
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usw District 10 Local 286 Union | SPONSORING LABOR ORG. | $538,530 | not reported in the loaded dataset |
| Conner Strong Companies | NONE | $105,000 | not reported in the loaded dataset |
| Carlo Simone, Iii. | EMPLOYEE | $0 | $96,026 |
| Health Advocate Solutions, Inc. | NONE | $59,147 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $33,695 | not reported in the loaded dataset |
| Spear Wilderman Pc | LEGAL COUNSEL TO USW L286 | $32,135 | not reported in the loaded dataset |
| Sobol Group, P.C. | NONE | $32,000 | not reported in the loaded dataset |
| Boyd Watterson Asset Management LLC | NONE | $12,477 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $8,028 | not reported in the loaded dataset |
| Xpan Law Partners, LLC | NONE | $7,805 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $5,000 | not reported in the loaded dataset |
| Temple University Health System | NONE | $5,000 | not reported in the loaded dataset |