2023 Form 5500 filing — Labor Management Universal Health Benefits Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722160200NAL0006013891003) for Labor Management Universal Health Benefits Trust, reported by The Board Of Trustees For Labor under EIN 95-6975448 and plan number 501. It reports 441 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722160200NAL0006013891003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Board Of Trustees For Labor
- EIN
- 95-6975448
- Plan number
- 501
- Location
- Covina, CA
- Participants
- 441
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,999,801
- Total liabilities (EOY)
- $407,119
- Net assets (EOY)
- $3,592,682
- Employer contributions
- $5,541,165
- Total income / additions
- $5,874,715
- Benefits paid
- $5,217,488
- Administrative expenses
- $313,896
- Total expenses
- $5,531,384
- Net increase / (decrease)
- $343,331
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Southwest Administrators | NONE | $88,497 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $54,757 | not reported in the loaded dataset |
| Haney & Shah Llp | NONE | $46,031 | not reported in the loaded dataset |
| Rael & Letson | NONE | $42,802 | not reported in the loaded dataset |
| David Brody & Co | NONE | $16,400 | not reported in the loaded dataset |