Usw District 10,Local 286, Health And Welfare Fund — Form 5500 plan (Board Of Trustees Usw District 10, Local 286,)
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, Usw District 10,Local 286, Health And Welfare Fund is a benefit plan reported by Board Of Trustees Usw District 10, Local 286, under EIN 23-1661924 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,478 participants and $10,102,239 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Usw District 10, Local 286,
- EIN
- 23-1661924
- Plan number
- 501
- Plan type
- 1
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 1,478
- End-of-year plan assets
- $10,102,239
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,478 | H, C | 20240913151008NAL0005144579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,102,239
- Total liabilities (EOY)
- $1,628,231
- Net assets (EOY)
- $8,474,008
- Net assets (BOY)
- $7,314,991
Income & contributions
- Employer contributions
- $19,427,174
- Participant contributions
- $2,763
- Total contributions
- $19,429,937
- Total income / additions
- $19,765,610
Expenses & distributions
- Benefits paid
- $17,760,144
- Administrative expenses
- $846,449
- Total expenses
- $18,606,593
- Net increase / (decrease)
- $1,159,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usw District 10 Local 286 Union | SPONSORING LABOR ORG. | $538,530 | not reported in the loaded dataset | 2023 |
| Conner Strong Companies | NONE | $105,000 | not reported in the loaded dataset | 2023 |
| Carlo Simone, Iii. | EMPLOYEE | $0 | $96,026 | 2023 |
| Health Advocate Solutions, Inc. | NONE | $59,147 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $33,695 | not reported in the loaded dataset | 2023 |
| Spear Wilderman Pc | LEGAL COUNSEL TO USW L286 | $32,135 | not reported in the loaded dataset | 2023 |
| Sobol Group, P.C. | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $12,477 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $8,028 | not reported in the loaded dataset | 2023 |
| Xpan Law Partners, LLC | NONE | $7,805 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $5,000 | not reported in the loaded dataset | 2023 |
| Temple University Health System | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Usw District 10, Local 286,
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Usw District 10 Local 286 Union — Schedule C compensation
- Conner Strong Companies — Schedule C compensation
- Carlo Simone, Iii. — Schedule C compensation
- Health Advocate Solutions, Inc. — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Spear Wilderman Pc — Schedule C compensation
- Sobol Group, P.C. — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Xpan Law Partners, LLC — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Temple University Health System — Schedule C compensation