Ubcj Of America Gen. Office & Staff H&W Plan — Form 5500 plan (Ubcj Of America General Office & Staff Health And Welfare Plan)
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, Ubcj Of America Gen. Office & Staff H&W Plan is a benefit plan reported by Ubcj Of America General Office & Staff Health And Welfare Plan under EIN 52-1911622 and plan number 501. The latest loaded filing year is 2023. The filing reports 298 participants and $11,641,376 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ubcj Of America General Office & Staff Health And Welfare Plan
- EIN
- 52-1911622
- Plan number
- 501
- Plan type
- 1
- Location
- Las Vegas, NV
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $11,641,376
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20241009132117NAL0019290129002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,641,376
- Total liabilities (EOY)
- $737,497
- Net assets (EOY)
- $10,903,879
- Net assets (BOY)
- $10,438,911
Income & contributions
- Employer contributions
- $4,539,600
- Participant contributions
- $227,654
- Total contributions
- $4,767,254
- Total income / additions
- $5,778,502
Expenses & distributions
- Benefits paid
- $4,943,265
- Administrative expenses
- $370,269
- Total expenses
- $5,313,534
- Net increase / (decrease)
- $464,968
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Inc | NONE | $82,170 | not reported in the loaded dataset | 2023 |
| Anthem | NONE | $53,817 | not reported in the loaded dataset | 2023 |
| Shanley, Apc | CONTRIBUTING EMPLOYER | $36,654 | not reported in the loaded dataset | 2023 |
| Propel Insurance | NONE | $30,538 | not reported in the loaded dataset | 2023 |
| The Segal Company (Eastern States) | NONE | $27,914 | not reported in the loaded dataset | 2023 |
| Alan Biller & Associates | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Hines And Associates, Inc | NONE | $24,648 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $24,006 | not reported in the loaded dataset | 2023 |
| Union Bank | NONE | $17,163 | not reported in the loaded dataset | 2023 |
| Yousif Capital Management, LLC | NONE | $5,074 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ubcj Of America General Office & Staff Health And Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Las Vegas, NV
- Benesys Inc — Schedule C compensation
- Anthem — Schedule C compensation
- Shanley, Apc — Schedule C compensation
- Propel Insurance — Schedule C compensation
- The Segal Company (Eastern States) — Schedule C compensation
- Alan Biller & Associates — Schedule C compensation
- Hines And Associates, Inc — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Union Bank — Schedule C compensation
- Yousif Capital Management, LLC — Schedule C compensation