2023 Form 5500 filing — Restaurant Industry Health & 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 20241112183004NAL0016368977001) for Restaurant Industry Health & Welfare Trust Fund, reported by Peg Lion, LLC under EIN 33-0826840 and plan number 501. It reports 1,281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241112183004NAL0016368977001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Peg Lion, LLC
- EIN
- 33-0826840
- Plan number
- 501
- Location
- Oceanside, CA
- Participants
- 1,281
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,350,901
- Total liabilities (EOY)
- $662,229
- Net assets (EOY)
- $688,672
- Employer contributions
- $8,855,964
- Participant contributions
- $3,487
- Total income / additions
- $8,877,410
- Benefits paid
- $8,097,877
- Administrative expenses
- $779,349
- Total expenses
- $8,877,226
- Net increase / (decrease)
- $184
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mvi Administrators Insurance Inc. | NONE | $336,660 | not reported in the loaded dataset |
| Venrbook Insurance Services | NONE | $145,735 | not reported in the loaded dataset |
| Venrbook Insurance Services | NONE | $79,355 | not reported in the loaded dataset |
| Insurance Office Of America, Inc. | NONE | $72,265 | not reported in the loaded dataset |
| Newfront Insurance Services, LLC | NONE | $44,033 | not reported in the loaded dataset |
| Hub International Insurance Service | NONE | $21,603 | not reported in the loaded dataset |
| Sunset Pacific Insurance Service | NONE | $19,414 | not reported in the loaded dataset |
| Acrisure LLC Dba Beal Insurance | NONE | $18,029 | not reported in the loaded dataset |
| Rbtk, Llp | NONE | $18,000 | not reported in the loaded dataset |
| Laquer, Urban, Clifford & Hodge Llp | NONE | $9,523 | not reported in the loaded dataset |