2023 Form 5500 filing — Usw Hra 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 20241011123631NAL0036916656001) for Usw Hra Fund, reported by Board Of Trustees Usw Hra Fund under EIN 62-1548543 and plan number 501. It reports 2,619 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011123631NAL0036916656001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Usw Hra Fund
- EIN
- 62-1548543
- Plan number
- 501
- Location
- Nashville, TN
- Participants
- 2,619
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,607,970
- Total liabilities (EOY)
- $916,726
- Net assets (EOY)
- $47,691,244
- Employer contributions
- $3,090,383
- Total income / additions
- $7,004,265
- Benefits paid
- $3,678,321
- Administrative expenses
- $730,202
- Total expenses
- $4,408,523
- Net increase / (decrease)
- $2,595,742
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pace Industry Union - Mgt. Pension | SERVICE PROVIDER | $563,942 | not reported in the loaded dataset |
| Alan Biller Associates Inc. | SERVICE PROVIDER | $71,007 | not reported in the loaded dataset |
| Cherry Bekaert Llp | SERVICE PROVIDER | $20,265 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | SERVICE PROVIDER | $15,620 | $2,861 |
| Bredhoff & Kaiser, Pllc | SERVICE PROVIDER | $13,000 | not reported in the loaded dataset |
| Prisma Nashville, LLC | SERVICE PROVIDER | $11,039 | not reported in the loaded dataset |