Apartment Employees' Welfare Fund — Form 5500 plan (B Of T Apartment Employees' 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, Apartment Employees' Welfare Fund is a benefit plan reported by B Of T Apartment Employees' Welfare Fund under EIN 94-6069860 and plan number 501. The latest loaded filing year is 2023. The filing reports 294 participants and $6,037,792 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- B Of T Apartment Employees' Welfare Fund
- EIN
- 94-6069860
- Plan number
- 501
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $6,037,792
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20241015231544NAL0050089664001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,037,792
- Total liabilities (EOY)
- $257,161
- Net assets (EOY)
- $5,780,631
- Net assets (BOY)
- $4,974,612
Income & contributions
- Employer contributions
- $8,788,711
- Total contributions
- $8,788,711
- Total income / additions
- $8,995,557
Expenses & distributions
- Benefits paid
- $7,963,980
- Administrative expenses
- $225,558
- Total expenses
- $8,189,538
- Net increase / (decrease)
- $806,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Southwest Administrators | NONE | $69,598 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $33,480 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $30,090 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $20,674 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger, Rosenfeld | NONE | $19,669 | not reported in the loaded dataset | 2023 |
| Northwest Administrators, Inc | NONE | $10,586 | not reported in the loaded dataset | 2023 |
| National Compliance Services | NONE | $9,766 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $8,823 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $6,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for B Of T Apartment Employees' Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Pacific Southwest Administrators — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Us Bank — Schedule C compensation
- Weinberg, Roger, Rosenfeld — Schedule C compensation
- Northwest Administrators, Inc — Schedule C compensation
- National Compliance Services — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Investment Performance Services — Schedule C compensation