2023 Form 5500 filing — Warehouse Employees Union Local No.730 Health And Welfare Trust Fund

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 20240830093358NAL0029666562003) for Warehouse Employees Union Local No.730 Health And Welfare Trust Fund, reported by Bd Of Trustees Warehouse Empl.Union Local No. 730 Health And Welfare T under EIN 52-6058419 and plan number 501. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240830093358NAL0029666562003
Filing year
2023
Form type
1
Plan sponsor
Bd Of Trustees Warehouse Empl.Union Local No. 730 Health And Welfare T
EIN
52-6058419
Plan number
501
Location
Sparks, MD
Participants
341
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$23,958,992
Total liabilities (EOY)
$367,325
Net assets (EOY)
$23,591,667
Employer contributions
$5,927,086
Participant contributions
$21,373
Total income / additions
$6,986,227
Benefits paid
$2,550,205
Administrative expenses
$512,731
Total expenses
$3,062,936
Net increase / (decrease)
$3,923,291
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
CignaNONE$113,143$0
Associated AdministratorsNONE$102,187not reported in the loaded dataset
Morgan, Lewis, & Bockius, LlpNONE$67,228not reported in the loaded dataset
Chartwell Investment PartnersNONE$44,363not reported in the loaded dataset
Investment Performance ServiceNONE$26,250not reported in the loaded dataset
Mooney, Green, Saindon, Murphy & WeNONE$24,251not reported in the loaded dataset
Novak Francella, LLCNONE$20,389not reported in the loaded dataset
Wedge Capital ManagementNONE$19,646not reported in the loaded dataset
American Realty AdvisorsNONE$16,021not reported in the loaded dataset
PncNONE$15,714$0
Blank Rome LlpNONE$14,200not reported in the loaded dataset
Pkf O'Connor DaviesNONE$6,175not reported in the loaded dataset
The Segal GroupNONE$5,279not reported in the loaded dataset

Related Form 5500 pages