Uwua National Health And Welfare Fund — Form 5500 plan (Trustees - Utility Workers Union Of America National Health And Welfar)
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, Uwua National Health And Welfare Fund is a benefit plan reported by Trustees - Utility Workers Union Of America National Health And Welfar under EIN 20-0027580 and plan number 501. The latest loaded filing year is 2023. The filing reports 8,218 participants and $171,289,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees - Utility Workers Union Of America National Health And Welfar
- EIN
- 20-0027580
- Plan number
- 501
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 8,218
- End-of-year plan assets
- $171,289,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,218 | H, C | 20241011092325NAL0021583297004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $171,289,299
- Total liabilities (EOY)
- $1,750,552
- Net assets (EOY)
- $169,538,747
- Net assets (BOY)
- $148,112,595
Income & contributions
- Employer contributions
- $29,695,686
- Participant contributions
- $132,430
- Total contributions
- $29,828,116
- Total income / additions
- $44,555,850
Expenses & distributions
- Benefits paid
- $22,663,926
- Administrative expenses
- $465,772
- Total expenses
- $23,129,698
- Net increase / (decrease)
- $21,426,152
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shied Of Michigan | NONE | $714,755 | $6,102 | 2023 |
| Segal Consulting | NONE | $85,913 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $84,000 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group,Pllc | NONE | $59,504 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $49,938 | not reported in the loaded dataset | 2023 |
| Watkins, Pawlick, Calati & Prifiti | NONE | $46,354 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Michigan | NONE | $37,193 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company, LLC | NONE | $21,619 | not reported in the loaded dataset | 2023 |
| Health Plan Advocates | NONE | $21,602 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $11,599 | not reported in the loaded dataset | 2023 |
| Legghio & Israel, Pc | NONE | $7,955 | not reported in the loaded dataset | 2023 |
| Bank Of Labor | NONE | $6,563 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services,Inc | NONE | $0 | $6,347 | 2023 |
| Ideal Printing | NONE | $5,680 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees - Utility Workers Union Of America National Health And Welfar
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Blue Cross Blue Shied Of Michigan — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Calibre Cpa Group,Pllc — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Watkins, Pawlick, Calati & Prifiti — Schedule C compensation
- Delta Dental Of Michigan — Schedule C compensation
- Loomis Sayles Trust Company, LLC — Schedule C compensation
- Health Plan Advocates — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Legghio & Israel, Pc — Schedule C compensation
- Bank Of Labor — Schedule C compensation
- Segal Select Insurance Services,Inc — Schedule C compensation
- Ideal Printing — Schedule C compensation