2023 Form 5500 filing — The Tile Industry 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 20241015175537NAL0059048658001) for The Tile Industry Health & Welfare Fund, reported by Board Of Trustees, The Tile Industry Health & under EIN 95-1734798 and plan number 501. It reports 581 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175537NAL0059048658001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, The Tile Industry Health &
- EIN
- 95-1734798
- Plan number
- 501
- Location
- West Covina, CA
- Participants
- 581
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,652,759
- Total liabilities (EOY)
- $6,845,764
- Net assets (EOY)
- $16,806,995
- Employer contributions
- $8,527,784
- Participant contributions
- $54,290
- Total income / additions
- $9,598,642
- Benefits paid
- $9,713,108
- Administrative expenses
- $542,644
- Total expenses
- $10,255,752
- Net increase / (decrease)
- -$657,110
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $161,762 | not reported in the loaded dataset |
| Kennedy Law Firm | NONE | $64,913 | not reported in the loaded dataset |
| Boyd Watterson Asset Mgmt, LLC | NONE | $45,884 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $39,500 | not reported in the loaded dataset |
| Icms Insurance Services | NONE | $36,000 | not reported in the loaded dataset |
| U.S. Bank Na | NONE | $34,825 | $0 |
| Alsweet Associates | NONE | $30,280 | not reported in the loaded dataset |
| Wedge Capital Management Llp | NONE | $24,775 | not reported in the loaded dataset |
| Melissa W Cook & Associates | NONE | $24,011 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp. | NONE | $22,539 | not reported in the loaded dataset |
| Mufg Union Bank | NONE | $15,908 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $10,000 | $0 |
| Sav-Rx Prescription Services | NONE | $7,298 | not reported in the loaded dataset |