2023 Form 5500 filing — U.A. Local 467 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 20241015215515NAL0015452803001) for U.A. Local 467 Health And Welfare Trust Fund, reported by Board Of Trustees, U.A. Local 467 Health And Welfare under EIN 94-6415220 and plan number 516. It reports 1,178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015215515NAL0015452803001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, U.A. Local 467 Health And Welfare
- EIN
- 94-6415220
- Plan number
- 516
- Location
- San Jose, CA
- Participants
- 1,178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,925,201
- Total liabilities (EOY)
- $16,000,745
- Net assets (EOY)
- $50,924,456
- Employer contributions
- $34,305,838
- Participant contributions
- $3,560,048
- Total income / additions
- $42,635,648
- Benefits paid
- $34,023,045
- Administrative expenses
- $907,108
- Total expenses
- $34,930,153
- Net increase / (decrease)
- $7,705,495
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Administrative Services | NONE | $363,759 | not reported in the loaded dataset |
| Delta Dental | NONE | $130,108 | not reported in the loaded dataset |
| Blue Cross | NONE | $120,002 | not reported in the loaded dataset |
| Nwps | NONE | $102,000 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $97,737 | not reported in the loaded dataset |
| U.A. Local 467 | PARTY-IN-INTEREST | $76,738 | not reported in the loaded dataset |
| Navia Benefits Solutions Inc | NONE | $44,100 | not reported in the loaded dataset |
| Navitus Health Solutions | NONE | $37,484 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $34,342 | not reported in the loaded dataset |
| New Century Partners | NONE | $31,328 | not reported in the loaded dataset |
| Crystal Clear Rx | NONE | $29,760 | not reported in the loaded dataset |
| Union Data Systems Inc. | NONE | $19,869 | not reported in the loaded dataset |
| Smart Source Critical Communication | NONE | $17,478 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $15,931 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $7,097 | not reported in the loaded dataset |