Ilwu Warehouse Welfare Fund — Form 5500 plan (Board Of Trustees Ilwu Warehouse 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, Ilwu Warehouse Welfare Fund is a benefit plan reported by Board Of Trustees Ilwu Warehouse Welfare Fund under EIN 94-6102389 and plan number 501. The latest loaded filing year is 2023. The filing reports 730 participants and $6,962,571 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ilwu Warehouse Welfare Fund
- EIN
- 94-6102389
- Plan number
- 501
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 730
- End-of-year plan assets
- $6,962,571
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 730 | H, C | 20250415171240NAL0003683313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,962,571
- Total liabilities (EOY)
- $101,752
- Net assets (EOY)
- $6,860,819
- Net assets (BOY)
- $6,143,555
Income & contributions
- Employer contributions
- $11,565,061
- Participant contributions
- $426,951
- Total contributions
- $11,992,012
- Total income / additions
- $12,429,463
Expenses & distributions
- Benefits paid
- $11,168,702
- Administrative expenses
- $543,497
- Total expenses
- $11,712,199
- Net increase / (decrease)
- $717,264
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dmc Insurance Administrators | NONE | $242,134 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown Pc | NONE | $65,205 | not reported in the loaded dataset | 2023 |
| Milliman Usa | NONE | $54,923 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson | NONE | $26,406 | not reported in the loaded dataset | 2023 |
| Mammini Company LLC | NONE | $25,955 | not reported in the loaded dataset | 2023 |
| United Concordia | NONE | $20,894 | not reported in the loaded dataset | 2023 |
| Teamsters Assistance Program | NONE | $11,954 | not reported in the loaded dataset | 2023 |
| Prestige Printing | NONE | $8,210 | not reported in the loaded dataset | 2023 |
| James Beard | TRUSTEE | $6,999 | not reported in the loaded dataset | 2023 |
| Thomas Dillon | TRUSTEE | $6,999 | not reported in the loaded dataset | 2023 |
| Tim Brekke | TRUSTEE | $6,999 | not reported in the loaded dataset | 2023 |
| Fremont Bank | NONE | $6,047 | not reported in the loaded dataset | 2023 |
| Larry Morrison | TRUSTEE | $5,199 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ilwu Warehouse Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Dmc Insurance Administrators — Schedule C compensation
- Withumsmith+Brown Pc — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Saltzman & Johnson — Schedule C compensation
- Mammini Company LLC — Schedule C compensation
- United Concordia — Schedule C compensation
- Teamsters Assistance Program — Schedule C compensation
- Prestige Printing — Schedule C compensation
- James Beard — Schedule C compensation
- Thomas Dillon — Schedule C compensation
- Tim Brekke — Schedule C compensation
- Fremont Bank — Schedule C compensation
- Larry Morrison — Schedule C compensation