Mfow Welfare Fund — Form 5500 plan (Board Of Trustees Of Mfow 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, Mfow Welfare Fund is a benefit plan reported by Board Of Trustees Of Mfow Welfare Fund under EIN 94-1254186 and plan number 501. The latest loaded filing year is 2023. The filing reports 405 participants and $14,010,643 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Mfow Welfare Fund
- EIN
- 94-1254186
- Plan number
- 501
- Plan type
- 1
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 405
- End-of-year plan assets
- $14,010,643
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 405 | H, C | 20241115084202NAL0001521266001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,010,643
- Total liabilities (EOY)
- $104,250
- Net assets (EOY)
- $13,906,393
- Net assets (BOY)
- $13,498,910
Income & contributions
- Employer contributions
- $5,596,088
- Total contributions
- $5,596,088
- Total income / additions
- $6,316,866
Expenses & distributions
- Benefits paid
- $4,999,141
- Administrative expenses
- $910,242
- Total expenses
- $5,909,383
- Net increase / (decrease)
- $407,483
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys Administrators | NONE | $95,180 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross | NONE | $80,926 | not reported in the loaded dataset | 2023 |
| Amanda Castillo | EMPLOYEE | $75,949 | not reported in the loaded dataset | 2023 |
| Stacy Bobu | EMPLOYEE | $73,025 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $63,697 | $0 | 2023 |
| Shirley Martos | EMPLOYEE | $57,360 | not reported in the loaded dataset | 2023 |
| Marine Firemen'S Union | EMPLOYEE ORGANIZATION | $56,747 | not reported in the loaded dataset | 2023 |
| Herlinda Vizcarra | EMPLOYEE | $53,586 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $53,550 | not reported in the loaded dataset | 2023 |
| Esther Hernandez | EMPLOYEE | $52,679 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $32,730 | not reported in the loaded dataset | 2023 |
| Trucker Huss, Apc | NONE | $29,478 | not reported in the loaded dataset | 2023 |
| Leonard Carder, Llp | NONE | $10,962 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Mfow Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Benesys Administrators — Schedule C compensation
- Anthem Blue Cross — Schedule C compensation
- Amanda Castillo — Schedule C compensation
- Stacy Bobu — Schedule C compensation
- Us Bank — Schedule C compensation
- Shirley Martos — Schedule C compensation
- Marine Firemen'S Union — Schedule C compensation
- Herlinda Vizcarra — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Esther Hernandez — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Trucker Huss, Apc — Schedule C compensation
- Leonard Carder, Llp — Schedule C compensation