2023 Form 5500 filing — Supplemental Unemployment Benefit 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 20241009080819NAL0018009313001) for Supplemental Unemployment Benefit Plan, reported by Board Of Trustees Of The U.A. Local No. 393 Health And Welfare Trust F under EIN 94-6401544 and plan number 502. It reports 3,002 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009080819NAL0018009313001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The U.A. Local No. 393 Health And Welfare Trust F
- EIN
- 94-6401544
- Plan number
- 502
- Location
- San Jose, CA
- Participants
- 3,002
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,192,057
- Total liabilities (EOY)
- $69,993
- Net assets (EOY)
- $16,122,064
- Employer contributions
- $1,539,871
- Total income / additions
- $2,409,858
- Benefits paid
- $427,712
- Administrative expenses
- $33,137
- Total expenses
- $460,849
- Net increase / (decrease)
- $1,949,009
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwq Investments | NONE | $19,565 | not reported in the loaded dataset |
| Raymond James & Associates, Inc | NONE | $5,500 | not reported in the loaded dataset |