2023 Form 5500 filing — All Alaska Longshore 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 20241015113457NAL0047598608001) for All Alaska Longshore Health And Welfare Trust Fund, reported by Bot, All Alaska Longshore Health And Welfare Trust Fund under EIN 91-6070467 and plan number 501. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113457NAL0047598608001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot, All Alaska Longshore Health And Welfare Trust Fund
- EIN
- 91-6070467
- Plan number
- 501
- Location
- Portland, OR
- Participants
- 357
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,213,448
- Total liabilities (EOY)
- $818,112
- Net assets (EOY)
- $15,395,336
- Employer contributions
- $10,317,088
- Participant contributions
- $6,717
- Total income / additions
- $11,464,669
- Benefits paid
- $9,065,144
- Administrative expenses
- $260,954
- Total expenses
- $9,326,098
- Net increase / (decrease)
- $2,138,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $91,223 | not reported in the loaded dataset |
| Milliman Usa | NONE | $43,082 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $25,280 | not reported in the loaded dataset |
| Ferguson Wellman Capital Mgt. | NONE | $22,715 | $624 |
| Barlow,Coughran,Morales,Josephson | NONE | $12,000 | not reported in the loaded dataset |
| Us Bank N.A. | PARTY-IN-INTEREST | $5,188 | $0 |