Plan5500

U.A. Local No. 393 Health And Welfare Plan — Form 5500 plan (Board Of Trustees Of The U.A. Local No. 393 Health And Welfare Trust F)

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, U.A. Local No. 393 Health And Welfare Plan is a benefit plan reported by Board Of Trustees Of The U.A. Local No. 393 Health And Welfare Trust F under EIN 94-6401544 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,730 participants and $185,328,552 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of The U.A. Local No. 393 Health And Welfare Trust F
EIN
94-6401544
Plan number
501
Plan type
1
Location
San Jose, CA
Latest filing year
2023
Participants
2,730
End-of-year plan assets
$185,328,552

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,730H, C20241009083418NAL0010435843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$185,328,552
Total liabilities (EOY)
$11,115,814
Net assets (EOY)
$174,212,738
Net assets (BOY)
$154,571,767

Income & contributions

Employer contributions
$55,597,346
Participant contributions
$1,386,762
Total contributions
$64,209,736
Total income / additions
$78,580,194

Expenses & distributions

Benefits paid
$56,271,883
Administrative expenses
$2,667,340
Total expenses
$58,939,223
Net increase / (decrease)
$19,640,971

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benesys AdministratorsNONE$828,276not reported in the loaded dataset2023
Delta DentalNONE$296,509not reported in the loaded dataset2023
Anthem Blue CrossNONE$187,299not reported in the loaded dataset2023
Columbia ManagementNONE$180,696not reported in the loaded dataset2023
Change HealthcareNONE$135,638not reported in the loaded dataset2023
Northwestern Plan ServicesNONE$133,250not reported in the loaded dataset2023
Suzanne NeedhamEMPLOYEE$125,120not reported in the loaded dataset2023
Nwq InvestmentsNONE$124,310not reported in the loaded dataset2023
Cystal Clear RxNONE$118,366not reported in the loaded dataset2023
Withumsmith+Brown, PcNONE$93,947not reported in the loaded dataset2023
Kraw Law GroupNONE$79,969not reported in the loaded dataset2023
Raymond James Financial IncNONE$60,443not reported in the loaded dataset2023
Smart Source LLCNONE$56,187not reported in the loaded dataset2023
Beat It ProgramNONE$48,550not reported in the loaded dataset2023
Broadridge Matrix Trust CoNONE$26,754not reported in the loaded dataset2023
Saltzman & Johnson Law GroupNONE$23,349not reported in the loaded dataset2023
Health Advocate SolutionsNONE$22,262not reported in the loaded dataset2023
Eide Bailly LlpNONE$20,784not reported in the loaded dataset2023
Maul FirmNONE$17,500not reported in the loaded dataset2023

Related Form 5500 pages