Redwood Empire Electrical Workers Health & Welfare Trust — Form 5500 plan (Board Of Trustees, Redwood Empire Electrical Workers)
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, Redwood Empire Electrical Workers Health & Welfare Trust is a benefit plan reported by Board Of Trustees, Redwood Empire Electrical Workers under EIN 23-7071451 and plan number 501. The latest loaded filing year is 2023. The filing reports 517 participants and $12,914,123 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Redwood Empire Electrical Workers
- EIN
- 23-7071451
- Plan number
- 501
- Plan type
- 1
- Location
- Santa Rosa, CA
- Latest filing year
- 2023
- Participants
- 517
- End-of-year plan assets
- $12,914,123
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 517 | H, C | 20240918195502NAL0004858385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,914,123
- Total liabilities (EOY)
- $6,478,978
- Net assets (EOY)
- $6,435,145
- Net assets (BOY)
- $6,541,704
Income & contributions
- Employer contributions
- $10,190,969
- Participant contributions
- $627,371
- Total contributions
- $10,818,340
- Total income / additions
- $11,604,661
Expenses & distributions
- Benefits paid
- $11,308,003
- Administrative expenses
- $403,217
- Total expenses
- $11,711,220
- Net increase / (decrease)
- -$106,559
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alice Marshall | EMPLOYEE | $86,225 | not reported in the loaded dataset | 2023 |
| Sarah Pradels | EMPLOYEE | $71,151 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $43,200 | not reported in the loaded dataset | 2023 |
| Navia Benefit Solutions | NONE | $28,835 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $26,376 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $24,600 | not reported in the loaded dataset | 2023 |
| Compliance Audit Services | NONE | $20,018 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $15,867 | not reported in the loaded dataset | 2023 |
| Ibew Local 551 | RELATED PTY | $14,580 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Redwood Empire Electrical Workers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Rosa, CA
- Alice Marshall — Schedule C compensation
- Sarah Pradels — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Navia Benefit Solutions — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Compliance Audit Services — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Ibew Local 551 — Schedule C compensation