Plan5500

Supplemental Unemployment Benefit 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, Supplemental Unemployment Benefit 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 502. The latest loaded filing year is 2023. The filing reports 3,002 participants and $16,192,057 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
502
Plan type
1
Location
San Jose, CA
Latest filing year
2023
Participants
3,002
End-of-year plan assets
$16,192,057

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,002H, C20241009080819NAL0018009313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,192,057
Total liabilities (EOY)
$69,993
Net assets (EOY)
$16,122,064
Net assets (BOY)
$14,173,055

Income & contributions

Employer contributions
$1,539,871
Total contributions
$1,539,871
Total income / additions
$2,409,858

Expenses & distributions

Benefits paid
$427,712
Administrative expenses
$33,137
Total expenses
$460,849
Net increase / (decrease)
$1,949,009

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nwq InvestmentsNONE$19,565not reported in the loaded dataset2023
Raymond James & Associates, IncNONE$5,500not reported in the loaded dataset2023

Related Form 5500 pages