2023 Form 5500 filing — Western States Insulators And Allied Workers Individual Account Plan
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 20241002142952NAL0008441105001) for Western States Insulators And Allied Workers Individual Account Plan, reported by Board Of Trustees Western States Insulators And Allied Workers Indiv under EIN 51-0155190 and plan number 002. It reports 6,676 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002142952NAL0008441105001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Western States Insulators And Allied Workers Indiv
- EIN
- 51-0155190
- Plan number
- 002
- Location
- Pleasanton, CA
- Participants
- 6,676
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $443,218,142
- Total liabilities (EOY)
- $51,074
- Net assets (EOY)
- $443,167,068
- Employer contributions
- $26,262,281
- Total income / additions
- $79,340,377
- Benefits paid
- $19,009,923
- Administrative expenses
- $862,981
- Total expenses
- $19,872,904
- Net increase / (decrease)
- $59,467,473
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Administrators | NONE | $385,415 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $132,888 | $0 |
| Withumsmith+Brown, Pc | NONE | $90,945 | not reported in the loaded dataset |
| Meketa Investment Group, Inc. | NONE | $74,321 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $52,370 | not reported in the loaded dataset |
| Kraw Law Group, Apc | NONE | $38,588 | not reported in the loaded dataset |
| Iron Mountain | NONE | $15,374 | not reported in the loaded dataset |
| Compliance Verification | NONE | $13,617 | not reported in the loaded dataset |
| Wohlner Kaplon Cutler Halford | NONE | $11,812 | not reported in the loaded dataset |
| Stephen Horn Insurance Services | NONE | $0 | $6,040 |