2023 Form 5500 filing — Ilwu Warehouse Welfare 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 20250415171240NAL0003683313001) for Ilwu Warehouse Welfare Fund, reported by Board Of Trustees Ilwu Warehouse Welfare Fund under EIN 94-6102389 and plan number 501. It reports 730 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415171240NAL0003683313001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ilwu Warehouse Welfare Fund
- EIN
- 94-6102389
- Plan number
- 501
- Location
- Pleasanton, CA
- Participants
- 730
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,962,571
- Total liabilities (EOY)
- $101,752
- Net assets (EOY)
- $6,860,819
- Employer contributions
- $11,565,061
- Participant contributions
- $426,951
- Total income / additions
- $12,429,463
- Benefits paid
- $11,168,702
- Administrative expenses
- $543,497
- Total expenses
- $11,712,199
- Net increase / (decrease)
- $717,264
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dmc Insurance Administrators | NONE | $242,134 | not reported in the loaded dataset |
| Withumsmith+Brown Pc | NONE | $65,205 | not reported in the loaded dataset |
| Milliman Usa | NONE | $54,923 | not reported in the loaded dataset |
| Saltzman & Johnson | NONE | $26,406 | not reported in the loaded dataset |
| Mammini Company LLC | NONE | $25,955 | not reported in the loaded dataset |
| United Concordia | NONE | $20,894 | not reported in the loaded dataset |
| Teamsters Assistance Program | NONE | $11,954 | not reported in the loaded dataset |
| Prestige Printing | NONE | $8,210 | not reported in the loaded dataset |
| James Beard | TRUSTEE | $6,999 | not reported in the loaded dataset |
| Thomas Dillon | TRUSTEE | $6,999 | not reported in the loaded dataset |
| Tim Brekke | TRUSTEE | $6,999 | not reported in the loaded dataset |
| Fremont Bank | NONE | $6,047 | not reported in the loaded dataset |
| Larry Morrison | TRUSTEE | $5,199 | not reported in the loaded dataset |