2023 Form 5500 filing — Warehouse Employees Union Local 169 And Contributing Employers Health & Welfare 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 20241013174040NAL0051054002001) for Warehouse Employees Union Local 169 And Contributing Employers Health & Welfare Fund, reported by Warehouse Employees Union Local 169 And Contributing Employers H&W Fun under EIN 23-7215201 and plan number 501. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013174040NAL0051054002001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Warehouse Employees Union Local 169 And Contributing Employers H&W Fun
- EIN
- 23-7215201
- Plan number
- 501
- Location
- Elkins Park, PA
- Participants
- 303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,542,424
- Total liabilities (EOY)
- $999,854
- Net assets (EOY)
- $12,542,570
- Employer contributions
- $4,418,592
- Participant contributions
- $74,828
- Total income / additions
- $6,069,662
- Benefits paid
- $4,480,672
- Administrative expenses
- $295,795
- Total expenses
- $4,776,467
- Net increase / (decrease)
- $1,293,195
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sav-Rx Prescription Services | NONE | $516,296 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $197,183 | not reported in the loaded dataset |
| Zenith American Solutions Inc. | NONE | $165,627 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $43,000 | not reported in the loaded dataset |
| Meranze, Katz & Gaudioso Pc | NONE | $40,030 | not reported in the loaded dataset |
| Bacheler & Company Pc | NONE | $17,846 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $11,462 | $0 |
| Vision Benefits Of America | NONE | $6,255 | not reported in the loaded dataset |