2023 Form 5500 filing — Usw Local 318 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 20250113171910NAL0010299363001) for Usw Local 318 Health & Welfare Trust Fund, reported by Board Of Trustees Local 318 Health & Welfare Trust Fund under EIN 13-5661101 and plan number 501. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113171910NAL0010299363001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 318 Health & Welfare Trust Fund
- EIN
- 13-5661101
- Plan number
- 501
- Location
- Barnegat, NJ
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $787,188
- Total liabilities (EOY)
- $90,005
- Net assets (EOY)
- $697,183
- Employer contributions
- $125,636
- Participant contributions
- $79
- Total income / additions
- $234,314
- Benefits paid
- $102,081
- Administrative expenses
- $57,161
- Total expenses
- $159,242
- Net increase / (decrease)
- $75,072
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wagner & Zwerman Llp | NONE | $15,467 | not reported in the loaded dataset |
| Bunker Hill Insurance & Consulting | ADMINISTRATOR | $12,037 | not reported in the loaded dataset |
| Oransky, Scaraggi & Borg, P.C. | LEGAL | $12,000 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner & Smi | NONE | $10,591 | not reported in the loaded dataset |