Ugsoa Health And Welfare Trust Fund — Form 5500 plan (Trustees - Ugsoa Health And Welfare Fund)
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, Ugsoa Health And Welfare Trust Fund is a benefit plan reported by Trustees - Ugsoa Health And Welfare Fund under EIN 82-4038622 and plan number 501. The latest loaded filing year is 2023. The filing reports 954 participants and $3,573,534 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees - Ugsoa Health And Welfare Fund
- EIN
- 82-4038622
- Plan number
- 501
- Plan type
- 1
- Location
- East Wareham, MA
- Latest filing year
- 2023
- Participants
- 954
- End-of-year plan assets
- $3,573,534
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 954 | H, C | 20260218144226NAL0008471971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,573,534
- Total liabilities (EOY)
- $1,109,686
- Net assets (EOY)
- $2,463,848
- Net assets (BOY)
- $1,855,619
Income & contributions
- Employer contributions
- $5,497,507
- Participant contributions
- $6,355
- Total contributions
- $5,503,862
- Total income / additions
- $6,024,787
Expenses & distributions
- Benefits paid
- $4,918,837
- Administrative expenses
- $497,721
- Total expenses
- $5,416,558
- Net increase / (decrease)
- $608,229
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Source, Inc | NONE | $137,548 | not reported in the loaded dataset | 2023 |
| Benefit Source, Inc | NONE | $79,310 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer, Picard & Ca | NONE | $9,776 | not reported in the loaded dataset | 2023 |
| Needles & Associates, LLC. | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees - Ugsoa Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in East Wareham, MA
- Benefit Source, Inc — Schedule C compensation
- Robein, Urann, Spencer, Picard & Ca — Schedule C compensation
- Needles & Associates, LLC. — Schedule C compensation