2023 Form 5500 filing — Uaw/Local 2322 Dental And Vision 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 20250813082144NAL0004769363001) for Uaw/Local 2322 Dental And Vision Plan, reported by Uaw Umass Health And Welfare Trust Fund under EIN 04-3538613 and plan number 501. It reports 3,176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250813082144NAL0004769363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uaw Umass Health And Welfare Trust Fund
- EIN
- 04-3538613
- Plan number
- 501
- Location
- Amherst, MA
- Participants
- 3,176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,964,264
- Total liabilities (EOY)
- $813,979
- Net assets (EOY)
- $5,150,285
- Employer contributions
- $2,494,615
- Participant contributions
- $72,824
- Total income / additions
- $3,454,167
- Benefits paid
- $2,244,022
- Administrative expenses
- $509,012
- Total expenses
- $2,753,034
- Net increase / (decrease)
- $701,133
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Congruity Works LLC | COMPUTER CONSULTANT | $97,947 | not reported in the loaded dataset |
| Lesile Edwards Davis | PLAN ADMINISTRATOR | $88,446 | not reported in the loaded dataset |
| Kristine Jones | ADMINISTRATIVE ASSISTANT | $60,830 | not reported in the loaded dataset |
| Lapier, Dillon & Associates Pc | AUDITORS | $19,134 | not reported in the loaded dataset |
| Sophia Eytel | ADMINISTRATIVE ASSISTANT | $18,300 | not reported in the loaded dataset |
| Paragus Strategic I.T. | COMPUTER CONSULTANT | $16,722 | not reported in the loaded dataset |
| Oliver Kelly | ADMINISTRATIVE ASSISTANT | $9,815 | not reported in the loaded dataset |
| Netlogix, Inc. | COMPUTER CONSULTANT | $7,996 | not reported in the loaded dataset |
| Etica Inc. | CONSULTANTS | $7,383 | not reported in the loaded dataset |
| Cleary, Josem & Trigiani Llp | ATTORNEYS | $5,100 | not reported in the loaded dataset |