Glaziers, Architectural Metal & Glass Workers Local Union #1399 Health & Welfare Trust — Form 5500 plan (Board Of Trustees, Glaziers, Architectural Metal &)
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, Glaziers, Architectural Metal & Glass Workers Local Union #1399 Health & Welfare Trust is a benefit plan reported by Board Of Trustees, Glaziers, Architectural Metal & under EIN 33-0432608 and plan number 501. The latest loaded filing year is 2023. The filing reports 378 participants and $11,102,782 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Glaziers, Architectural Metal &
- EIN
- 33-0432608
- Plan number
- 501
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 378
- End-of-year plan assets
- $11,102,782
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 378 | H, C | 20250613144318NAL0015738947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,102,782
- Total liabilities (EOY)
- $3,045,599
- Net assets (EOY)
- $8,057,183
- Net assets (BOY)
- $8,213,930
Income & contributions
- Employer contributions
- $5,961,262
- Participant contributions
- $35,528
- Total contributions
- $5,996,790
- Total income / additions
- $7,039,663
Expenses & distributions
- Benefits paid
- $6,991,825
- Administrative expenses
- $204,585
- Total expenses
- $7,196,410
- Net increase / (decrease)
- -$156,747
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Southwest Administrators | NONE | $59,842 | not reported in the loaded dataset | 2023 |
| Kennedy Law Firm | NONE | $27,696 | not reported in the loaded dataset | 2023 |
| Oxford Risk Management | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Muig - Union Bank | NONE | $16,346 | not reported in the loaded dataset | 2023 |
| Alsweet Associates | NONE | $15,226 | not reported in the loaded dataset | 2023 |
| Melissa Cook & Associates | NONE | $15,008 | not reported in the loaded dataset | 2023 |
| Milliman, Inc | NONE | $11,311 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $7,938 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Glaziers, Architectural Metal &
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Pacific Southwest Administrators — Schedule C compensation
- Kennedy Law Firm — Schedule C compensation
- Oxford Risk Management — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Muig - Union Bank — Schedule C compensation
- Alsweet Associates — Schedule C compensation
- Melissa Cook & Associates — Schedule C compensation
- Milliman, Inc — Schedule C compensation
- Us Bank — Schedule C compensation