Heat And Frost Insulators Of No. Calif. , Local 16 Health And Welfare Fund — Form 5500 plan (Board Of Trustees Of Heat And Frost Insulators Of No. Calif., Local 16)
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, Heat And Frost Insulators Of No. Calif. , Local 16 Health And Welfare Fund is a benefit plan reported by Board Of Trustees Of Heat And Frost Insulators Of No. Calif., Local 16 under EIN 94-1233004 and plan number 501. The latest loaded filing year is 2023. The filing reports 707 participants and $15,257,529 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Heat And Frost Insulators Of No. Calif., Local 16
- EIN
- 94-1233004
- Plan number
- 501
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 707
- End-of-year plan assets
- $15,257,529
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 707 | H, C | 20241008135358NAL0034911298001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,257,529
- Total liabilities (EOY)
- $983,461
- Net assets (EOY)
- $14,274,068
- Net assets (BOY)
- $13,726,818
Income & contributions
- Employer contributions
- $13,098,649
- Participant contributions
- $724,667
- Total contributions
- $13,823,316
- Total income / additions
- $14,857,113
Expenses & distributions
- Benefits paid
- $13,406,456
- Administrative expenses
- $903,407
- Total expenses
- $14,309,863
- Net increase / (decrease)
- $547,250
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators | NONE | $366,268 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson Law Corporation | NONE | $120,911 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $99,965 | $16,803 | 2023 |
| Withumsmith+Brown, Pc | NONE | $77,071 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $71,401 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company LLC | NONE | $50,747 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross | NONE | $50,200 | not reported in the loaded dataset | 2023 |
| Elixir Rx Solutions, LLC | NONE | $17,814 | not reported in the loaded dataset | 2023 |
| Smartsource | NONE | $15,441 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Heat And Frost Insulators Of No. Calif., Local 16
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Benesys Administrators — Schedule C compensation
- Saltzman & Johnson Law Corporation — Schedule C compensation
- The Segal Company — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Delta Dental — Schedule C compensation
- Mcmorgan & Company LLC — Schedule C compensation
- Anthem Blue Cross — Schedule C compensation
- Elixir Rx Solutions, LLC — Schedule C compensation
- Smartsource — Schedule C compensation