Retired Machinists' Health Plan — Form 5500 plan (Board Of Trustees - Cmta-Iam Joint, Retiree Health & Welfare Trust)
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, Retired Machinists' Health Plan is a benefit plan reported by Board Of Trustees - Cmta-Iam Joint, Retiree Health & Welfare Trust under EIN 94-6130509 and plan number 501. The latest loaded filing year is 2023. The filing reports 553 participants and $5,552,580 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Cmta-Iam Joint, Retiree Health & Welfare Trust
- EIN
- 94-6130509
- Plan number
- 501
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 553
- End-of-year plan assets
- $5,552,580
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 553 | H, C | 20250320184810NAL0005159907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,552,580
- Total liabilities (EOY)
- $245,028
- Net assets (EOY)
- $5,307,552
- Net assets (BOY)
- $4,669,973
Income & contributions
- Participant contributions
- $3,524,774
- Total contributions
- $3,524,774
- Total income / additions
- $4,103,172
Expenses & distributions
- Benefits paid
- $3,131,906
- Administrative expenses
- $333,687
- Total expenses
- $3,465,593
- Net increase / (decrease)
- $637,579
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Services & Benefit Administr | NONE | $182,263 | not reported in the loaded dataset | 2023 |
| The Segal Company (Western States) | NONE | $34,747 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $32,485 | not reported in the loaded dataset | 2023 |
| Charles Besocke | NONE | $22,790 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson Law Corporation | NONE | $6,224 | not reported in the loaded dataset | 2023 |
| Wex Health | NONE | $6,038 | not reported in the loaded dataset | 2023 |
| Fremont Bank | NONE | $5,020 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Cmta-Iam Joint, Retiree Health & Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Health Services & Benefit Administr — Schedule C compensation
- The Segal Company (Western States) — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Charles Besocke — Schedule C compensation
- Saltzman & Johnson Law Corporation — Schedule C compensation
- Wex Health — Schedule C compensation
- Fremont Bank — Schedule C compensation