U. A. Local No. 159 Health & Welfare Plan — Form 5500 plan (Board Of Trustees Of U.A. Local No. 159 Health And Welfare Trust 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, U. A. Local No. 159 Health & Welfare Plan is a benefit plan reported by Board Of Trustees Of U.A. Local No. 159 Health And Welfare Trust Fund under EIN 94-6430804 and plan number 502. The latest loaded filing year is 2023. The filing reports 349 participants and $11,366,891 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of U.A. Local No. 159 Health And Welfare Trust Fund
- EIN
- 94-6430804
- Plan number
- 502
- Plan type
- 1
- Location
- Dublin, CA
- Latest filing year
- 2023
- Participants
- 349
- End-of-year plan assets
- $11,366,891
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 349 | H, C | 20250415075347NAL0001380947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,366,891
- Total liabilities (EOY)
- $107,523
- Net assets (EOY)
- $11,259,368
- Net assets (BOY)
- $10,809,412
Income & contributions
- Employer contributions
- $6,733,388
- Participant contributions
- $360,545
- Total contributions
- $7,093,933
- Total income / additions
- $7,715,464
Expenses & distributions
- Benefits paid
- $6,814,751
- Administrative expenses
- $450,757
- Total expenses
- $7,265,508
- Net increase / (decrease)
- $449,956
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Service & Benefit Admin | NONE | $136,843 | not reported in the loaded dataset | 2023 |
| U.A. Local 159 | SPONSORING LOCAL | $99,000 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $78,140 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $73,800 | not reported in the loaded dataset | 2023 |
| Kraw Law Group, Apc | NONE | $35,848 | not reported in the loaded dataset | 2023 |
| Alan Biller & Associates | NONE | $8,199 | not reported in the loaded dataset | 2023 |
| Wex, Inc. | NONE | $7,895 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of U.A. Local No. 159 Health And Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Dublin, CA
- Health Service & Benefit Admin — Schedule C compensation
- U.A. Local 159 — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Kraw Law Group, Apc — Schedule C compensation
- Alan Biller & Associates — Schedule C compensation
- Wex, Inc. — Schedule C compensation