Cmta-Glass, Molders, Pottery, Plastics & Allied Workers Local 164b Welfare Plan — Form 5500 plan (Cmta-Glass, Molders, Pottery, Plastics & Allied Workers Local 164)
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, Cmta-Glass, Molders, Pottery, Plastics & Allied Workers Local 164b Welfare Plan is a benefit plan reported by Cmta-Glass, Molders, Pottery, Plastics & Allied Workers Local 164 under EIN 94-6115375 and plan number 501. The latest loaded filing year is 2023. The filing reports 94 participants and $6,247,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cmta-Glass, Molders, Pottery, Plastics & Allied Workers Local 164
- EIN
- 94-6115375
- Plan number
- 501
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 94
- End-of-year plan assets
- $6,247,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 94 | H, C | 20250708190418NAL0011844034001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,247,360
- Total liabilities (EOY)
- $201,107
- Net assets (EOY)
- $6,046,253
- Net assets (BOY)
- $6,637,895
Income & contributions
- Employer contributions
- $1,493,422
- Participant contributions
- $3,140
- Total contributions
- $1,496,562
- Total income / additions
- $1,771,974
Expenses & distributions
- Benefits paid
- $2,119,501
- Administrative expenses
- $244,115
- Total expenses
- $2,363,616
- Net increase / (decrease)
- -$591,642
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Administrative Services | NONE | $62,633 | not reported in the loaded dataset | 2023 |
| The Segal Company (Western States) | NONE | $43,728 | not reported in the loaded dataset | 2023 |
| Trucker Huss, Apc | NONE | $32,776 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $32,327 | not reported in the loaded dataset | 2023 |
| Cv Administrative Services, Inc. | NONE | $31,561 | not reported in the loaded dataset | 2023 |
| Saltzman And Johnson Law Corp. | NONE | $22,968 | not reported in the loaded dataset | 2023 |
| Bank Of Labor | NONE | $11,241 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cmta-Glass, Molders, Pottery, Plastics & Allied Workers Local 164
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- United Administrative Services — Schedule C compensation
- The Segal Company (Western States) — Schedule C compensation
- Trucker Huss, Apc — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Cv Administrative Services, Inc. — Schedule C compensation
- Saltzman And Johnson Law Corp. — Schedule C compensation
- Bank Of Labor — Schedule C compensation