2023 Form 5500 filing — Machinists Retiree Health Investment 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 20241009160618NAL0037633010001) for Machinists Retiree Health Investment Plan, reported by Bd. Of Trustees Of Machinists Retiree Health Investment Plan under EIN 41-2061777 and plan number 501. It reports 1,701 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009160618NAL0037633010001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd. Of Trustees Of Machinists Retiree Health Investment Plan
- EIN
- 41-2061777
- Plan number
- 501
- Location
- Dublin, CA
- Participants
- 1,701
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,982,277
- Total liabilities (EOY)
- $206
- Net assets (EOY)
- $22,982,071
- Employer contributions
- $1,363,916
- Total income / additions
- $3,784,770
- Benefits paid
- $197,252
- Administrative expenses
- $88,283
- Total expenses
- $285,535
- Net increase / (decrease)
- $3,499,235
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Withumsmith+Brown,Pc | NONE | $22,786 | not reported in the loaded dataset |
| Graystone Consulting | NONE | $18,154 | not reported in the loaded dataset |
| Sage Advisory | NONE | $17,801 | not reported in the loaded dataset |
| Health Services & Benefit Administr | NONE | $5,323 | not reported in the loaded dataset |