2023 Form 5500 filing — Ua Local 716 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 20241209144157NAL0009311393001) for Ua Local 716 Health & Welfare Trust Fund, reported by Board Of Trustees Of Ua Local 716 Health & Welfare under EIN 01-6010506 and plan number 501. It reports 383 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241209144157NAL0009311393001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Ua Local 716 Health & Welfare
- EIN
- 01-6010506
- Plan number
- 501
- Location
- Wallingford, CT
- Participants
- 383
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,215,559
- Total liabilities (EOY)
- $522,307
- Net assets (EOY)
- $3,693,252
- Employer contributions
- $3,621,636
- Participant contributions
- $293,756
- Total income / additions
- $6,087,881
- Benefits paid
- $6,597,239
- Administrative expenses
- $517,886
- Total expenses
- $7,115,125
- Net increase / (decrease)
- -$1,027,244
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $241,880 | not reported in the loaded dataset |
| Anthem Health Plans, Inc. | NONE | $118,046 | not reported in the loaded dataset |
| Zelis | NONE | $51,820 | not reported in the loaded dataset |
| Robert Cheverie & Associates, P.C. | NONE | $24,000 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $17,810 | not reported in the loaded dataset |
| Labor First, LLC | NONE | $15,700 | not reported in the loaded dataset |
| Charles Schwab | NONE | $12,525 | not reported in the loaded dataset |
| Hines & Associates | NONE | $10,913 | not reported in the loaded dataset |
| Brown & Brown | NONE | $9,000 | not reported in the loaded dataset |
| Cbiz Retirement Plan Services | NONE | $8,666 | not reported in the loaded dataset |
| Pension Fund Evaluations, Inc. | NONE | $6,000 | not reported in the loaded dataset |