2023 Form 5500 filing — Ugsoa Health And 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 20260218144226NAL0008471971001) for Ugsoa Health And Welfare Trust Fund, reported by Trustees - Ugsoa Health And Welfare Fund under EIN 82-4038622 and plan number 501. It reports 954 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260218144226NAL0008471971001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees - Ugsoa Health And Welfare Fund
- EIN
- 82-4038622
- Plan number
- 501
- Location
- East Wareham, MA
- Participants
- 954
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,573,534
- Total liabilities (EOY)
- $1,109,686
- Net assets (EOY)
- $2,463,848
- Employer contributions
- $5,497,507
- Participant contributions
- $6,355
- Total income / additions
- $6,024,787
- Benefits paid
- $4,918,837
- Administrative expenses
- $497,721
- Total expenses
- $5,416,558
- Net increase / (decrease)
- $608,229
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Source, Inc | NONE | $137,548 | not reported in the loaded dataset |
| Benefit Source, Inc | NONE | $79,310 | not reported in the loaded dataset |
| Robein, Urann, Spencer, Picard & Ca | NONE | $9,776 | not reported in the loaded dataset |
| Needles & Associates, LLC. | NONE | $5,000 | not reported in the loaded dataset |