2023 Form 5500 filing — Laundry And Dry Cleaning Workers Local No. 52 Health And Welfare Trust

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 20241011165324NAL0011201139005) for Laundry And Dry Cleaning Workers Local No. 52 Health And Welfare Trust, reported by Board Of Trustees, Laundry And Dry Cleaning Workers Local No. 52 Healt under EIN 95-6537860 and plan number 501. It reports 1,449 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)$40.6MReported net assets$40,637,317
Participants1.4K1,449
Provider compensation$988.7K9 Schedule C row(s)$988,689
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011165324NAL0011201139005
Plan sponsor
Board Of Trustees, Laundry And Dry Cleaning Workers Local No. 52 Healt
EIN
95-6537860
Plan number
501
Location
Los Angeles, 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)$44.1M total assets
Net assets$40.6MLiabilities$3.4M
Money in vs. money out
Total income / additions$12.8M
Total expenses$9.7M
Benefits paid / distributions$8.6M
Contributions
Employer$10.3M
Participant$60K
Full reported line items
Total assets (EOY)
$44,079,140
Total liabilities (EOY)
$3,441,823
Net assets (EOY)
$40,637,317
Employer contributions
$10,266,990
Participant contributions
$59,964
Total income / additions
$12,833,456
Benefits paid
$8,642,030
Administrative expenses
$1,100,134
Total expenses
$9,742,164
Net increase / (decrease)
$3,091,292

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Aetna Life Insurance CompanyNONE$340,105not reported in the loaded dataset
Benefit Programs AdministrationNONE$323,008not reported in the loaded dataset
Reich, Adell & CvitanNONE$100,191not reported in the loaded dataset
MillimanNONE$75,000not reported in the loaded dataset
Rx Benefits Inc.NONE$65,402not reported in the loaded dataset
Henningfield & Associates, Inc.NONE$29,570not reported in the loaded dataset
Vision Service PlanNONE$29,509not reported in the loaded dataset
Medexpert International IncNONE$17,000not reported in the loaded dataset
Withum Smith Brown PcNONE$8,904$0

Related Form 5500 pages