Western Labor Alliance Health & Welfare Trust Fund — Form 5500 plan (Western Labor Alliance Health & Welfare Trust 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, Western Labor Alliance Health & Welfare Trust Fund is a benefit plan reported by Western Labor Alliance Health & Welfare Trust Fund under EIN 91-1748622 and plan number 501. The latest loaded filing year is 2023. The filing reports 26 participants and $664,834 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Labor Alliance Health & Welfare Trust Fund
- EIN
- 91-1748622
- Plan number
- 501
- Plan type
- 1
- Location
- Rancho Cucamonga, CA
- Latest filing year
- 2023
- Participants
- 26
- End-of-year plan assets
- $664,834
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26 | H, C | 20250221165837NAL0010626016002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $664,834
- Total liabilities (EOY)
- -$8,425
- Net assets (EOY)
- $673,259
- Net assets (BOY)
- $601,196
Income & contributions
- Employer contributions
- $436,124
- Participant contributions
- $2,531
- Total contributions
- $438,655
- Total income / additions
- $460,717
Expenses & distributions
- Benefits paid
- $322,203
- Administrative expenses
- $66,451
- Total expenses
- $388,654
- Net increase / (decrease)
- $72,063
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rael & Letson | NONE | $27,250 | not reported in the loaded dataset | 2023 |
| Morgan & Franz Admin & Consulting | NONE | $9,577 | $15,463 | 2023 |
| Henningfield & Associates, Inc. | NONE | $8,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western Labor Alliance Health & Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Rancho Cucamonga, CA
- Rael & Letson — Schedule C compensation
- Morgan & Franz Admin & Consulting — Schedule C compensation
- Henningfield & Associates, Inc. — Schedule C compensation