Electrical Workers' Disability Plan — Form 5500 plan (Electrical Workers' Veba 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, Electrical Workers' Disability Plan is a benefit plan reported by Electrical Workers' Veba Trust under EIN 20-8431466 and plan number 502. The latest loaded filing year is 2023. The filing reports 5,394 participants and $821,221 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$631.5KPlan net assets, end of year$631,465
Participants5.4KCovered participants reported5,394
Assets / participant$152Computed: assets ÷ participants$152 (computed)
Provider compensation$170K4 Schedule C provider row(s)$170,049
- Plan sponsor
- Electrical Workers' Veba Trust
- EIN
- 20-8431466
- Plan number
- 502
- Plan type
- 1
- Location
- Spokane, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,394 | H, C | 20241008153101NAL0017889969001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$821.2K total assets
Net assets$631.5KLiabilities$189.8K
Full reported line items
Net assets
- Total assets (EOY)
- $821,221
- Total liabilities (EOY)
- $189,756
- Net assets (EOY)
- $631,465
- Net assets (BOY)
- $293,377
Income & contributions
- Employer contributions
- $1,423,620
- Total contributions
- $1,423,620
- Total income / additions
- $1,611,297
Expenses & distributions
- Benefits paid
- $1,090,453
- Administrative expenses
- $182,756
- Total expenses
- $1,273,209
- Net increase / (decrease)
- $338,088
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets202%Computed ratio
Benefits paid ÷ total income68%Computed ratio
Provider comp. ÷ net assets27%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rehn & Associates, Inc. | NONE | $100,645 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services, Inc. | NONE | $41,078 | not reported in the loaded dataset | 2023 |
| Katten Muchin Rosenman, Llp | NONE | $20,026 | not reported in the loaded dataset | 2023 |
| Schoedel & Schoedel Cpas, Pllc | NONE | $8,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Electrical Workers' Veba Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Rehn & Associates, Inc. — Schedule C compensation
- Gallagher Benefit Services, Inc. — Schedule C compensation
- Katten Muchin Rosenman, Llp — Schedule C compensation
- Schoedel & Schoedel Cpas, Pllc — Schedule C compensation