U.A. Local 350 Health, Welfare, And Vacation Plan — Form 5500 plan (Board Of Trustees - U.A. Local 350 Health, Welfare, And Vacation 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, U.A. Local 350 Health, Welfare, And Vacation Plan is a benefit plan reported by Board Of Trustees - U.A. Local 350 Health, Welfare, And Vacation Plan under EIN 88-6003301 and plan number 501. The latest loaded filing year is 2023. The filing reports 714 participants and $6,214,204 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - U.A. Local 350 Health, Welfare, And Vacation Plan
- EIN
- 88-6003301
- Plan number
- 501
- Plan type
- 1
- Location
- Reno, NV
- Latest filing year
- 2023
- Participants
- 714
- End-of-year plan assets
- $6,214,204
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 714 | H, C | 20250616172658NAL0001195297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,214,204
- Total liabilities (EOY)
- $2,377,455
- Net assets (EOY)
- $3,836,749
- Net assets (BOY)
- $4,731,159
Income & contributions
- Employer contributions
- $13,953,480
- Participant contributions
- $65,100
- Total contributions
- $14,018,580
- Total income / additions
- $15,321,995
Expenses & distributions
- Benefits paid
- $15,614,236
- Administrative expenses
- $602,169
- Total expenses
- $16,216,405
- Net increase / (decrease)
- -$894,410
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plan Administrators Inc | NONE | $578,445 | $0 | 2023 |
| Berry & Co Cpas, Ltd | not reported in the loaded dataset | $38,900 | $0 | 2023 |
| Neyhart, Anderson, Flynn & Grisbol | NONE | $27,972 | $0 | 2023 |
| Alliant | NONE | $14,400 | $0 | 2023 |
| Us Bank | NONE | $7,592 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - U.A. Local 350 Health, Welfare, And Vacation Plan
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Reno, NV
- Benefit Plan Administrators Inc — Schedule C compensation
- Berry & Co Cpas, Ltd — Schedule C compensation
- Neyhart, Anderson, Flynn & Grisbol — Schedule C compensation
- Alliant — Schedule C compensation
- Us Bank — Schedule C compensation