Ara Pension & Welfare Plan — Form 5500 plan (Board Of Trustees Ara Pension And Welfare Plan)
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, Ara Pension & Welfare Plan is a benefit plan reported by Board Of Trustees Ara Pension And Welfare Plan under EIN 13-6083690 and plan number 501. The latest loaded filing year is 2023. The filing reports 97 participants and $20,872,213 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ara Pension And Welfare Plan
- EIN
- 13-6083690
- Plan number
- 501
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 97
- End-of-year plan assets
- $20,872,213
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 97 | H, C | 20241013110614NAL0012402147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,872,213
- Total liabilities (EOY)
- $744,482
- Net assets (EOY)
- $20,127,731
- Net assets (BOY)
- $17,400,489
Income & contributions
- Employer contributions
- $834,383
- Participant contributions
- $161,545
- Total contributions
- $995,928
- Total income / additions
- $3,930,816
Expenses & distributions
- Benefits paid
- $728,506
- Administrative expenses
- $475,068
- Total expenses
- $1,203,574
- Net increase / (decrease)
- $2,727,242
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE OTHER THAN CONTRACT | $75,525 | not reported in the loaded dataset | 2023 |
| Barry Basel | CONSULTANT | $61,381 | not reported in the loaded dataset | 2023 |
| Meritain Health | NONE OTHER THAN CONTRACT | $60,380 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE OTHER THAN CONTRACT | $49,793 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE OTHER THAN CONTRACT | $41,427 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $27,598 | not reported in the loaded dataset | 2023 |
| Edwin A Steinberg | NONE OTHER THAN CONTRACT | $25,292 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE OTHER THAN CONTRACT | $15,656 | $0 | 2023 |
| Segal Select Insurance | NONE OTHER THAN CONTRACT | $10,642 | not reported in the loaded dataset | 2023 |
| Segal Marco Consulting | NONE | $5,355 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ara Pension And Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- The Segal Company — Schedule C compensation
- Barry Basel — Schedule C compensation
- Meritain Health — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Edwin A Steinberg — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Segal Marco Consulting — Schedule C compensation