2023 Form 5500 filing — Weca Atc Health And Welfare Plan
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 20250324083234NAL0012509377001) for Weca Atc Health And Welfare Plan, reported by Western Electrical Contractors Association, Inc. under EIN 94-0453910 and plan number 501. It reports 822 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250324083234NAL0012509377001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Western Electrical Contractors Association, Inc.
- EIN
- 94-0453910
- Plan number
- 501
- Location
- Rancho Cordova, CA
- Participants
- 822
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,829,784
- Total liabilities (EOY)
- $1,647,985
- Net assets (EOY)
- $5,181,799
- Employer contributions
- $6,522,555
- Participant contributions
- $409,091
- Total income / additions
- $7,179,142
- Benefits paid
- $6,238,534
- Administrative expenses
- $370,681
- Total expenses
- $6,609,215
- Net increase / (decrease)
- $569,927
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Western Electrical Contractors Asso | ADMIN SERVICES | $132,729 | $0 |
| Lockton Companies LLC | BROKER | $111,752 | $0 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $25,571 | $0 |
| Gilbert Associates, Inc. | AUDIT TAX SERVICES | $22,525 | $0 |
| Isolved, Inc. | ADMIN SERVICES | $9,867 | $0 |