2023 Form 5500 filing — Ubcj Of America Gen. Office & Staff H&W 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 20241009132117NAL0019290129002) for Ubcj Of America Gen. Office & Staff H&W Plan, reported by Ubcj Of America General Office & Staff Health And Welfare Plan under EIN 52-1911622 and plan number 501. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009132117NAL0019290129002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ubcj Of America General Office & Staff Health And Welfare Plan
- EIN
- 52-1911622
- Plan number
- 501
- Location
- Las Vegas, NV
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,641,376
- Total liabilities (EOY)
- $737,497
- Net assets (EOY)
- $10,903,879
- Employer contributions
- $4,539,600
- Participant contributions
- $227,654
- Total income / additions
- $5,778,502
- Benefits paid
- $4,943,265
- Administrative expenses
- $370,269
- Total expenses
- $5,313,534
- Net increase / (decrease)
- $464,968
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Inc | NONE | $82,170 | not reported in the loaded dataset |
| Anthem | NONE | $53,817 | not reported in the loaded dataset |
| Shanley, Apc | CONTRIBUTING EMPLOYER | $36,654 | not reported in the loaded dataset |
| Propel Insurance | NONE | $30,538 | not reported in the loaded dataset |
| The Segal Company (Eastern States) | NONE | $27,914 | not reported in the loaded dataset |
| Alan Biller & Associates | NONE | $25,000 | not reported in the loaded dataset |
| Hines And Associates, Inc | NONE | $24,648 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $24,006 | not reported in the loaded dataset |
| Union Bank | NONE | $17,163 | not reported in the loaded dataset |
| Yousif Capital Management, LLC | NONE | $5,074 | not reported in the loaded dataset |