2023 Form 5500 filing — Solano-Napa Counties Electrical Workers 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 20241115163617NAL0000633651001) for Solano-Napa Counties Electrical Workers Health And Welfare Trust Fund, reported by Board Of Trustees Of Solano-Napa Counties Electrical Workers Health under EIN 94-6085742 and plan number 501. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$8.7MReported net assets$8,683,372

Participants408

Provider compensation$461.3K7 Schedule C row(s)$461,316

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241115163617NAL0000633651001
Plan sponsor: Board Of Trustees Of Solano-Napa Counties Electrical Workers Health
EIN: 94-6085742
Plan number: 501
Location: Pleasanton, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.2M total assets

Net assets$8.7MLiabilities$532.5K

Money in vs. money out

Total income / additions$9.3M

Total expenses$8M

Benefits paid / distributions$7.5M

Contributions

Employer$8.6M

Participant$517K

Full reported line items

Total assets (EOY): $9,215,825
Total liabilities (EOY): $532,453
Net assets (EOY): $8,683,372
Employer contributions: $8,570,176
Participant contributions: $516,977
Total income / additions: $9,320,926
Benefits paid: $7,490,017
Administrative expenses: $505,062
Total expenses: $7,995,079
Net increase / (decrease): $1,325,847

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Benesys, Inc.$207K
NONE · Direct $207K
2
Withumsmith+Brown, Pc$96K
NONE · Direct $96K
3
Nwps$77.1K
NONE · Direct $77.1K
4
Neyhart, Anderson, Flynn & Grosboll$36.7K
NONE · Direct $36.7K
5
Us Bank$27.3K
NONE · Direct $27.3K · Indirect $0
6
Verus Advisory, Inc.$10K
NONE · Direct $10K
7
Smart Source LLC$7.2K
NONE · Direct $7.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241115163617NAL0000633651001 cover?: It is the 2023 Form 5500 filing for Solano-Napa Counties Electrical Workers Health And Welfare Trust Fund, reported by Board Of Trustees Of Solano-Napa Counties Electrical Workers Health (EIN 94-6085742).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).