2023 Form 5500 filing — Pipe Trades District Council 36 Health And Welfare Trust 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 20241010162506NAL0011725603001) for Pipe Trades District Council 36 Health And Welfare Trust Fund, reported by Board Of Trustees, Pipe Trades District Council 36 under EIN 94-6082955 and plan number 501. It reports 1,412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$45.3MReported net assets$45,298,065
Participants1.4K1,412
Provider compensation$2M21 Schedule C row(s)$1,986,293
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010162506NAL0011725603001
- Plan sponsor
- Board Of Trustees, Pipe Trades District Council 36
- EIN
- 94-6082955
- Plan number
- 501
- Location
- Alameda, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$59.5M total assets
Net assets$45.3MLiabilities$14.2M
Full reported line items
- Total assets (EOY)
- $59,462,379
- Total liabilities (EOY)
- $14,164,314
- Net assets (EOY)
- $45,298,065
- Employer contributions
- $24,378,414
- Participant contributions
- $2,205,057
- Total income / additions
- $29,381,321
- Benefits paid
- $22,791,276
- Administrative expenses
- $1,825,712
- Total expenses
- $24,616,988
- Net increase / (decrease)
- $4,764,333
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $659,383 | not reported in the loaded dataset |
| Blue Cross Of California | NONE | $367,061 | not reported in the loaded dataset |
| Nwps | NONE | $320,807 | not reported in the loaded dataset |
| Delta Dental Of California | NONE | $144,667 | not reported in the loaded dataset |
| Costco Rx | NONE | $84,387 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $76,925 | not reported in the loaded dataset |
| Innovative Care Management | NONE | $64,911 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $47,264 | not reported in the loaded dataset |
| Verus | NONE | $44,274 | not reported in the loaded dataset |
| Us Bank | NONE | $39,830 | not reported in the loaded dataset |
| Crystal Clear Rx | NONE | $26,230 | not reported in the loaded dataset |
| Ua Local 246 | SPONSOR | $16,871 | not reported in the loaded dataset |
| Ua Local 442 | SPONSOR | $16,252 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosbol | NONE | $16,088 | not reported in the loaded dataset |
| The Law Office Of Michael E Moss | NONE | $13,927 | not reported in the loaded dataset |
| Henry Chiu, Esq. | NONE | $11,354 | not reported in the loaded dataset |
| Ua Local 228 | SPONSOR | $10,662 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $10,137 | not reported in the loaded dataset |
| Ua Local 62 | SPONSOR | $9,041 | not reported in the loaded dataset |
| Corporate Mail Service | NONE | $6,222 | not reported in the loaded dataset |
| Union Insurance Group | NONE | $0 | $0 |