Plan5500

Union Worker'S Benefits Trust Dental Plan And Supplemental A&S Plan — Form 5500 plan (Union Workers Benefits Trust)

Plain-English plan 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, Union Worker'S Benefits Trust Dental Plan And Supplemental A&S Plan is a benefit plan reported by Union Workers Benefits Trust under EIN 01-0501407 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,470 participants and $2,110,073 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Union Workers Benefits Trust
EIN
01-0501407
Plan number
501
Plan type
2
Location
Bath, ME
Latest filing year
2023
Participants
4,470
End-of-year plan assets
$2,110,073

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,470H, C20250715134509NAL0002236865001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,110,073
Total liabilities (EOY)
$862,661
Net assets (EOY)
$1,247,412
Net assets (BOY)
$1,211,889

Income & contributions

Participant contributions
$5,579,023
Total contributions
$5,579,023
Total income / additions
$5,759,040

Expenses & distributions

Benefits paid
$5,379,203
Administrative expenses
$344,314
Total expenses
$5,723,517
Net increase / (decrease)
$35,523

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cross Benefits SolutionsNONE$222,705not reported in the loaded dataset2023
Runyon Kersteen OuelletteNONE$16,000not reported in the loaded dataset2023
Keybank National AssociationNONE$7,796not reported in the loaded dataset2023

Related Form 5500 pages